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VerifiedFinancial Services· Founded 1999

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)

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HeadquartersConshohocken, United StatesEmployees63(51 to 200)Annual revenue<$1MFounded year1999Websiteffrpro.comLinkedIn profileLinkedIn

Verified contacts

60

available on Kipplo

LinkedIn employees

63

51 to 200 range

Open roles

no listings

Distinct roles

29

indexed titles

Tech stack

1

tools in use

Monthly traffic

66

organic / mo

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Top roles at Firstrust Financial Resources

29 distinct titles indexed · top 10 shown.

  • 8financial consultant
  • 8financial professional
  • 5financial advisor
  • 2executive assistant
  • 2financial services consultant
  • 2retirement planning specialist
  • 2senior vice president
  • 2vice president
  • 2vice president financial advisor
  • 2vp of operations and finance
  • +19more titles

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