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Firstrust Financial Resources

Financial Services in United States

Overview

Firstrust Financial Resources, headquartered in Philadelphia, focuses in wealth management strategies and corporate benefits for individuals, businesses and nonprofit entities. With approximately 60 employees with backgrounds ranging from diverse tax efficient investing sand legal to financial and business, Firstrust Financial Resources has the tools and experience to deliver on a simple mission: to help ensure your financial security. Using the team’s experience and knowledge, clients are offered customized guidance and strategies on financial matters. In addition, FFR provides innovative and practical financial programs to its valued clients. In 2006, Firstrust Financial Resources joined Firstrust Bank, one of the region’s oldest and most respected financial institutions, and is a wholly owned subsidiary of the bank. In 2016, Firstrust joined Equitable Philadelphia branch, Karr Barth Associates.

Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor and do not provide tax/legal advice. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Firstrust Financial Resources, LLC (FFR) and Karr Barth Associates are not a registered investment advisors and are not owned or operated by Equitable Advisors or Equitable Network. Insurance, annuity, and investment products are not FDIC insured, are not deposits or other obligations of, or guaranteed by, any bank, are not insured by Any Federal Government Agency, and may go down in value. Important Information & Disclosures: http://bit.ly/2f98X9d

AGE- 6480267.1(3/24)(Exp.3/28)

EMPLOYEES

51-200 employees

FOUNDED

1999

HQ

Conshohocken, Pennsylvania

TYPE

Partnership

Location

Street
15 E Ridge Pike
City
Conshohocken
Region
Pennsylvania
Postal code
19428
Country
United States

Social media

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FAQ

What is the company name?

ffrpro.com is the website of Firstrust Financial Resources.

What is the industry of the company?

Firstrust Financial Resources (ffrpro.com) is in the Financial Services industry.

What products and services does the company offer?

Firstrust Financial Resources (ffrpro.com) lists these specialties: Retirement Planning, Wealth Management & Investing, Life Insurance, Special Needs Planning, Special Needs Planning, Disability & Long Term Care Insurance, Corporate Benefits, Financial Wellness & Education, and Succession Planning.

When was the company founded?

Firstrust Financial Resources (ffrpro.com) was founded in 1999.

How many employees does the company have?

Firstrust Financial Resources (ffrpro.com) has 51-200 employees.

What is the company type?

The company type of Firstrust Financial Resources (ffrpro.com) is Partnership.

Where is the company headquartered?

Firstrust Financial Resources (ffrpro.com) is headquartered in Conshohocken, Pennsylvania.

What is the address of the company?

The address of Firstrust Financial Resources (ffrpro.com) is 15 E Ridge Pike, Conshohocken, Pennsylvania, 19428, United States.

What are the social media accounts of the company?

The social media account of Firstrust Financial Resources (ffrpro.com) is LinkedIn.

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