First Retirement Services LLC

Overview

First Retirement Services LLC is a Florida-based limited liability company that provides financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm is owned by an individual and bills clients through a mix of percentage-of-assets and fixed-fee arrangements. Its stated advisory activities emphasize financial planning and portfolio management rather than pension consulting or multi-state institutional mandates. The firm is not identified as an active ESG investor and does not function as a capital allocator in the data provided.

Investments & Alternatives

Location & Offices