Broker Check
Lloyd Polmateer

Lloyd Polmateer

CEO
7101 Wisconsin Avenue Suite 1200
Bethesda, MD 20814
(301) 907-9030
lloyd.polmateer@ffgadvisors.com


Lloyd is the CEO of First Financial Group (FFG), one of the largest independently owned financial services firms in the Mid-Atlantic.

With the simple philosophy of helping people live better lives, First Financial Group has been protecting and building the wealth of Washingtonians for over 30 years.

As a business owner, Lloyd lives with and truly understands the unique set of challenges and opportunities of local entrepreneurs and business owners. Our Business Strategies Group and First Financial Group Benefits are focused on helping small to mid-sized businesses meet those challenges and leverage those opportunities.

Having grown this firm from six people in 1998 to over 150 financial representatives today, Lloyd cares deeply about helping people find financial independence and live better lives. If this resonates with you, please reach out to Lloyd -- he is always looking for like-minded individuals to join our firm.

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Lloyd.

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AREAS OF FOCUS:

Business Planning

Executive Benefits

Compensation Design

Wealth Accumulation

Wealth Protection & Wealth Distribution

Business Succession

Retirement Plans

Financial Wellness Programs

Business Strategies

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Living Confidently

Living Confidently

Living Confidently empowers you to take ownership of your decision-making, and prepare for the future.

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The Living Balance Sheet®

The Living Balance Sheet®

Innovative thinking & advanced web technology to help you achieve financial balance.

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FINANCIAL VIDEO LIBRARY

Interactive Tools & Resources

<p>Comparing Mortgage Terms</p>

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Infographic: Family Caregivers &#8211; Unseen labor in America</p>

Infographic: Family Caregivers – Unseen labor in America

For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
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Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, New York. PAS is a wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.

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