firstbank

For over 20 years The Palm Group has helped current and former FirstBank shareholders navigate their financial lives. Our depth of knowledge and the similarity of ownership at Baird has helped us understand the challenges and opportunities that are so unique to FirstBank. With the recent merger of FirstBank into PNC, making informed, strategic decisions is more important than ever.

We encourage you to explore our website to learn more about who we are, our process and services we offer.  Our services are suitable for those looking to establish a holistic, long-term relationship.  If you feel we may be of help to you, please contact us at your convenience. 

Relating specifically to FirstBank, we help shareholders make informed decisions regarding the following and more:

• Tax Planning Strategies
• Common Stock
• Preferred Stock
• ESOP
• Restricted Stock Units (RSUs)
• Deferred Equity & Compensation Plans
• Health Benefits Plan
• Retirement Income Planning
• Estate Planning Strategies
• Trust Services
• Charitable Gifting Strategies
• Insurance Planning
• Social Security Analysis
  

*If you are simply looking for a custodian to hold your stock, we may not be the best fit.