With the expertise and resources, the team at First Investments and Planning can help you with any of these financial goals and more. And, you can count on straightforward, sound investment advice that will help you make the best decisions towards reaching your goals.

Our Financial Advisors can answer your questions regarding:

  • Annuities
  • College Education Planning
  • Retirement Planning
  • Stocks
  • Bonds
  • Mutual Funds and more!

Client Advisory Group

For assistance, please reach out to our Client Advisory Group at Client Advisory Group Email or 888-916-8378

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For security purposes, please do not email personal information such as your address, phone number, account number, PIN, or Social Security Number.

Orders should not be requested via email as they will not be honored.

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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Shelby County State Bank and First Investments & Planning are not registered broker dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed at Privacy Notice

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