Just the facts...



Who are we?

Who have been FirsTrust clients?

  • Those of modest means.
  • The “mass affluent”.
  • The world-famous wealthy.
  • Primarily affluent retirees and those who aspire to become one.
  • Consumers seeking trustworthy financial guidance.
  • Retirees seeking a consistent, tax efficient income without running out of money.
  • Growing families seeking to achieve short-term, mid-term and long-term financial objectives.


Why do people choose FirsTrust?






What does FirsTrust do?



Where are we located?

  • Corporate office: Daytona Beach, Florida.
  • Satellite offices: Orlando, Tampa, Boca Raton, The Villages and Sarasota.

Where are FirsTrust clients located?

  • Most clients are in Central Florida.
  • Many across the country.
  • Some international.





When are FirsTrust’s recurring activities?

  • Our corporate office is open Monday - Friday from 9-5, excluding holidays.
  • Our advisors are accessible by clients every business day, sometimes on weekends.
  • Our advisors prefer to meet with clients for quarterly reviews.
  • Our FinancialTeam collaborates every Monday morning about client issues and activities.
  • Service fees are payable quarterly, in advance.
  • When can I request more information? Now