History of First Financial Services of Michigan
First Financial Services of Michigan celebrates 40 years as an independent financial services firm. Located in historic downtown Mount Clemens, Michigan, our company was founded in 1977 with the main focus of business and estate planning, for business owners and executives.
During the 1980's, our firm was one of southeastern Michigan's leading financial education providers. Utilizing successful money management seminar programs, corporations and individual investors learned how to apply unique financial coaching concepts to improve their quality of life. Over 4,000 individual investors have gone through our financial coaching programs since 1985 and have been sponsored through many institutions including colleges, public corporations and municipalities.
With the changes of investment law and the complexity of the stock market we formed a working relationship with one of the country’s largest private management firms providing institutional investment management for individual investors, solely utilizing Free Market Portfolio Theory to manage assets.
In 2010 we expanded services and our organization by forming Your Financial Coach, Inc., a Registered Investment Advisor. Today we have nine advisors in five states serving the needs of over 3000 individual and corporate investors nationwide.
Holdings as of 3/2020
Our team is streamlined and our company is paperless. You can rest assure that whatever the task, our team is ready to promptly, efficiently, and effectively meet your needs. As a private, family owned company, we are uniquely positioned to help individual investors and their families, large corporations, and everyone in between.