Entrust Financial LLC

Entrust Financial LLC

Investment Management 487 Devon Park Drive 7 employees OF
Employees
7
Contacts
2
Emails
2
Phones
2

Entrust Financial LLC Overview

Headquarters
487 Devon Park Drive
Industry
Investment Management
Employees
7
Founded
2015
Stock Symbol
OF
Funding
,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Entrust Financial LLC

Entrust Financial LLC® is an independent, fee-only wealth management firm, one of the few woman-founded, women-led firms in the region. We have a strong commitment to getting to the heart of what matters most to clients and to providing objective, customized investment management and wealth planning advice. We adhere to the fiduciary standard of always putting our clients' best interests before our own. CORPORATE CULTURE: Entrust Financial’s corporate culture is one of providing a better experience. Team members work collaboratively to formulate their best thinking about investment recommendations and wealth planning strategies. We cultivate a climate of continuous learning to maximize the contributions and creativity of all team members, as we serve the clients with whom we partner. Entrust’s B-Corp Certification is a tangible symbol of our belief that caring about the planet, people and governance issues results in a better experience for all.

Entrust Financial LLC Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
2
66.7% coverage

Entrust Financial LLC Org Chart

Sample employees and titles
Name Title Contact
Joe Martinez, Cfp® Shareholder, Associate Investment
Email Phone
Jennifer M. Bravo, Cfp®, Csric™ Principal at Entrust Financial Llc
View
Mckenzie Frankel, Cfp® Wealth Management
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0
General 1 1 1

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