Firstrust Financial Resources
Financial Services
Conshohocken, Pennsylvania, United States
66 employees
- Employees
- 66
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Firstrust Financial Resources Overview
- Headquarters
- Conshohocken, Pennsylvania, United States
- Phone Number
- Available in AeroLeads
- Website
- firstrustfinancialresources.com
- Industry
- Financial Services
- Employees
- 66
- Founded
- 1999
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Firstrust Financial Resources
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)
Firstrust Financial Resources Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Firstrust Financial Resources Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Susan Boehm | Greater Philadelphia, United States |
Email
Phone
|
|
| Omari Thomas | Vice President at Firstrust Financial |
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|
|
| Paul Markowich | EVP, Partner at Firstrust Financial | Philadelphia, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
13 profiles
Executive
7 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
| General | 3 | 3 | 1 |
| Finance | 2 | 2 | 1 |
| Sales | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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