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  • Plymouth, MI-41W
    676 W. Ann Arbor Trail Plymouth, MI 48170 T: 734.414.0400 F: 734.414.0480 TF: 800.407.4074
    Map and Directions Map and Directions
First Financial Strategies IncFirst Financial Strategies Inc

Knowledgeable insight with a disciplined approach for corporations

Knowledgeable insight with a disciplined approach for corporations

As a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of institutions, and has the breadth of capabilities and tenured experience required to implement effective financial strategies and portfolios.

Our advisors are committed to creating a custom investment plan aligned with your goals, and take a disciplined approach that allows you to focus on meeting your mission. Our thorough process begins by identifying institutional-class managers and investment opportunities that are designed to align with your corporate profile and extends through managing, reviewing and rebalancing investment strategies to support your ongoing success.

We offer pragmatic guidance in establishing corporate retirement plans, assisting with overall plan oversight and documentation. We are diligent in staying up to date with regulatory standards, helping sponsors manage fiduciary risk, while striving to optimize participants’ benefits at a reasonable cost.

We’re here to be your trusted partner, and to alleviate and streamline your managerial responsibilities so you can focus on the things that matter most to you and your business.

Services Include

  • Objective investment strategy development and management
  • Knowledgeable, on-going regulatory guidance
  • Development of defined contribution and defined benefit plans
  • Comprehensive insight for managing your fiduciary duties

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First Financial Strategies IncFirst Financial Strategies Inc
  • 676 W. Ann Arbor Trail Plymouth, MI 48170
  • T 734.414.0400
  • F 734.414.0480
  • TF 800.407.4074
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Financial Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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