Morgan Stanley Smith Barney

Raymond James Financial Services, nestled in Southfield, MI, stands out as a premier provider of customized financial solutions. Specializing in wealth management, investment banking, and asset management, this company caters to a diverse clientele, including individuals, businesses, and municipalities. Their services range from comprehensive financial planning to investment research, all aimed at assisting clients in achieving their unique financial objectives. Boasting a seasoned team with a wealth of experience, Raymond James prioritizes meticulous analysis and individualized care to guide clients through intricate financial landscapes. By emphasizing prudent risk management and fostering opportunities for financial growth and protection, they empower clients to make informed decisions that align with their long-term goals. Despite their global reach, Raymond James maintains a local, community-centric approach, ensuring that each client receives attentive, objective-based solutions tailored to their specific needs. Generated using this brand's available information

Raymond James & Associates is one of the leading, full-service investment firms in the United States. Established in 1962, it is a Florida-based company that offers financial planning services. The company also provides open-end mutual fund research solutions. Raymond James & Associates offers securities distribution services. The company provides clearing solutions. It maintains more than 2,000 locations throughout the United States, Canada and overseas. Raymond James & Associates is a member of the Securities Industry Association, Financial Industry Regulatory Authority, National Futures Association, and Securities Investor Protection Corporation. It manages a staff of over 4,500 employees. The company is a wholly owned subsidiary of Raymond James Financial.

The Coastal Financial Strategies Group's mission is to create a collaborative team structure that delivers valuable, insightful, and impactful investment and retirement income strategies within our community and amongst their clients and peers.With a focus on planning, value, and open communication, we believe that your wealth management plan should be as unique as your current and future financial situation, goals, and needs. To do this, we couple our experience with Stifel's robust resources to help you pursue your short- and long-term goals.