FirsTrust, LLC Details

FirsTrust is an SEC-Registered Investment Advisor firm that serves clients differently than traditional banks and brokerages. • As a Fee-Only firm, we are true Advisors, not commissioned sales reps. • As an Ind...
FirsTrust is an SEC-Registered Investment Advisor firm that serves clients differently than traditional banks and brokerages. • As a Fee-Only firm, we are true Advisors, not commissioned sales reps. • As an Independent firm, we aren't expected to push the offerings of a Wall Street employer. • As a Financial Team, we provide a broad scope of services with deep expertise at every level.The FIRST step is to find TRUST.Whether you're a multi-millionaire, or aspiring to become one, we'll help determine which financial choices can best achieve your specific objectives without unnecessary taxes, hidden fees & expenses, or dangerous levels of risk - and without falling victim to some charlatan who "Madoff" with your money. WHO WE ARE: FirsTrust is a collaborative FinancialTeam of experts; Financial Planners, Retirement Specialists, Tax Advisors, Estate Planners and Investment Managers. We are hired as confidential fiduciaries; to help people make wise financial decisions in all aspects of their lives. WHAT WE DO: We'll help organize your resources, prioritize your financial goals and craft a plan to achieve each of them. We'll independently shop & compare the cost, tax efficiency and risk of different investment offerings from multiple financial institutions. And We'll monitor your progress, collaborate frequently and make adjustments as needed. HOW WE DO IT: Through the industry's most advanced technologies, we gain "open architecture" access to competitive investment offerings from all across the globe. We also provide you with a secure, real-time web dashboard where you can see all of your updated accounts, generate reports and access a cloud-vault with all of your important documents.
Employees
HQ
+1 800-585-9888
Location
Daytona Beach, Florida
Revenue
$16.7M

Technologies

Email Delivery
Email Providers
Online Video Platforms
Online Video Platforms

Notable Alumni

Employees

Chief Information Security Officer
Founding Partner / CEO
Private Wealth Manager
Financial Management Consultant

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