Just the facts...

whowhatwhy

who
 
 
 
 
 
 
 

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
 
 
 
 
 
 

 

Why do people choose FirsTrust?

what

 

 

 

 

What does FirsTrust do?

where
 
 
 
 
 
 

 

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

 

 

 

 

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