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.