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.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 113 Executive Circle, Daytona Beach,fl 32114,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialteam.com
- Keywords
- Fee Only Wealth Management, Fee Only Financial Planning, Fee Only Financial Consulting, Fee Only Investment Management, 0.
- HQ
- Daytona Beach, FL
Firstrust, Llc Questions
Firstrust, Llc's website is financialteam.com
Firstrust, Llc's LinkedIn profile is https://www.linkedin.com/company/firstrust-llc---private-wealth-management
Firstrust, Llc has
8 employees.
View email and phone details for 8
employees at Firstrust, Llc.
Firstrust, Llc's industry is
Financial Services
Firstrust, Llc's top competitors are
Belleair Asset Management, Llc,
Key Concerns Inc.,
Spectra Investment Management, Llc,
Genuine Wealth Advisors, Llc,
Rivertree Advisors,
Moses Estate Planning Pllc,
Ft Global Capital, Inc.,
Firstrust Group, Inc.,
Chiron Capital Management,
Castle Wealth Management.
Firstrust, Llc's categories are Financial Services
Firstrust, Llc's founding year is 1995
