Understand. Design. Implement. Manage.

Our First Investor Services Program offers brokerage services designed to help you meet a wide range of goals. You’re ready to take an active role in making your own investment decisions, and we are here to help execute your custom strategy. 

 

Contact a Financial Advisor today and confidently manage your savings!

855-678-5060

To learn more, visit www.raymondjames.com/firstfinancial

Brokerage Services

Whether you’re just starting out or you’re seeking to further develop your investment portfolio, select from a choice of investments and services that meet your needs, including:

  • Alternative Investments
  • Annuities
  • Certificated of Deposit
  • Closed-end Funds
  • Corporate Bonds
  • Exchange Traded Funds
  • Government Securities
  • Money Market Funds
  • Mortgage-Backed Securities*
  • Municipal Bonds
  • Mutual Funds
  • New Issues
  • Options
  • Stocks
  • Stock Options
  • Unit Investment Trusts

Financial Planning

Need a plan designed to send your children to college; a plan for tax-efficient legacies; or a plan for your business? Let us will help you determine asset allocations and create portfolios to meet your objectives.

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Wealth Management

With more than 90 years in the wealth management business and more than $2.6 billion in current assets, we pride ourselves on providing advanced, comprehensive solutions with a personal touch.

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Retirement Plan Services

Our Retirement Plan Services team is here to help you and your business with a plan that best fits your needs. Explore our great options including retirement plan design, fiduciary services or portfolio management.

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