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)


Insurance

Investment Management

Personal Finance

Firstrust Financial Resources

The Conshohocken office focuses on financial services, client management, and talent acquisition to enhance organizational growth.

Conshohocken

This department focuses on managing client relationships and delivering portfolio services to meet client needs.

Client Services

This department provides expert financial advice and consulting to clients to help them manage their investments and achieve their financial goals.

Financial Services

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department oversees the investment strategy and management of the portfolio, ensuring alignment with organizational goals.

Portfolio Management

This department focuses on managing client relationships and optimizing operational processes.

Client Operations

This department focuses on establishing and maintaining strategic collaborations with partners to drive business growth and innovation.

People (2)

Jobs (0)

Other teams

Financial Services

Executive Leadership

Portfolio Management

Client Operations

Partnership Engagement