First Premier Bank | Contact Us Through the Form

You've got a pension letter, a TSP balance and a civilian job offer on the table, and a few of those choices have dates attached. The quickest way to contact First Premier Bank is the request form on this page; the office is at 1355 North Harbor Drive, San Diego, CA 92101, United States.

The first conversation usually runs about as long as a standard meeting, and it covers your situation, your questions and whether working together makes sense. Hours are by appointment, so nobody expects you to call between shifts.

Who should write now, and who can wait

Write soon if a due date is close: a separation date, a TSP rollover decision, a lump-sum offer from a new employer, or a choice about survivor benefits on your pension. These don't wait politely. A decision made late is often one you make without the numbers.

You can wait if you're a few years from separating and nothing needs a signature yet. Say so in the form. A short note now still lets the team tell you which decision comes first when the time arrives.

One honest limit: First Premier Bank's client minimum is $500K in investable assets. If you're below that, the first conversation will tell you so plainly.

How we both decide if it fits

Both sides are checking something. You're deciding whether the advice makes sense for a military pension plus the Thrift Savings Plan; we're checking whether we can actually help with what you're facing.

Expect questions about your accounts, your timeline and what's pressing. Bring a recent TSP statement and your pension or retirement benefits letter if you have them. If you don't, the conversation still goes ahead.

What happens to the details you send

A member of the team reads what you submit and replies to set up a time. The details are used to prepare for that conversation, nothing more.

Leave out account numbers and Social Security numbers. You won't need them in the form, and they can wait until you decide to work together.

Meeting from a base, a home office or San Diego

First Premier Bank works with clients nationwide, and meetings happen by video or by phone, so a posting overseas or a move across the country doesn't change anything. If you're near San Diego and prefer a table and a coffee, the office meetings are by appointment too.

First Premier Bank contact details

First Premier Bank, LLC
1355 North Harbor Drive, San Diego, CA 92101, United States

Where we work

All 50 states, with meetings by video or phone, plus our San Diego office.

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Frequently asked questions about First Premier Bank

Can my spouse join the first call if we're deciding on survivor benefits together?

Yes. A spouse is welcome on the first call, and for choices like pension survivor benefits it helps to have both of you there. Mention it in the request form so the meeting time works for both calendars.

Can I meet by phone from my duty station instead of coming to San Diego?

Yes. Meetings are held by video or by phone, so you don't need to travel to San Diego. Hours are by appointment, so you can pick a time that fits your schedule, including around shift work or a deployment cycle.

What does the first conversation cost, and how long does it usually last?

The fee is talked through openly in the first conversation and confirmed in writing before work begins, so you'll never be asked to agree to a number you haven't seen. The call usually takes a standard meeting length, enough to cover your TSP, your pension and your next due date.

Contact First Premier Bank: Day One to Your First Conversation