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
- Website
- entrustfinancial.com
- Industry
- Investment Management
- Employees
- 7
- Founded
- 2015
- Stock Symbol
- OF
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
Tax Planning Strategies
Wealth Protection Strategies
Wealth Transfer Strategies
Charitable Planning
Investment Management
Investment Management and Wealth Planning for Business Owners
Investment Management and Wealth Planning for Entrepreneurs
Investment Management and Wealth Planning for Individuals and Families
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 | Location | Contact |
|---|---|---|---|
| Joe Martinez, Cfp® | Shareholder, Associate Investment | Greater Philadelphia, United States |
Email
Phone
|
| Jennifer M. Bravo, Cfp®, Csric™ | Principal at Entrust Financial Llc |
View
|
|
| Mckenzie Frankel, Cfp® | Wealth Management | Wayne, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| General | 1 | 1 | 1 |
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