Firstrust Financial Resources offers services and wealth management strategies that help secure your continued prosperity.
Your strategy, planning and determination have helped lead you to success. We recognize your choice of a financial professional is critical to maintaining and growing your prosperity. Through Firstrust Financial Resources*, we offer extensive financial and wealth management products and services including:
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Estate wealth transfer funding
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Retirement planning
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Investments
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Insurance
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Qualified plans/401(k)
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Employee benefit services plans
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Executive compensation
When you or your company become a client of Firstrust Financial Resources, you get the combined strength of 40 professionals with years of experience in business, taxation, finance and accounting. Members of our team will be aligned to help you with one goal in mind – to help enhance your wealth, assets and business through innovative strategies that are tailored to fit your unique needs. We wouldn’t have it any other way. And neither should you.
Services for Individuals include:
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Investments
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Retirement planning
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Education funding/529 plans
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Life, disability and long-term care insurance
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Estate strategies
Services for Corporations include:
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401(k) and pension plans
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Employee benefits/group insurance
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Executive compensation
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Corporate life insurance/buy-sell insurance
If you need to open a new investment, transfer funds from other institutions, or rollover from a job-related 401(k) plan, we can discuss many options with you. To view the many services that Firstrust Financial Resources can provide for you, your family and your business, please visit www.FirstrustFinancialResources.com.*
*For more information on how Firstrust Financial Resources can help you, visit us at www.FirstrustFinancialResources.com. Securities offered through MetLife Securities, Inc. (MSI), member FINRA/SIPC. Investment advisory services offered through Firstrust Financial Advisors (FFA) or MSI, and annuities and insurance offered through Metropolitan Life Insurance Company (MLIC) or Firstrust Financial Resources (FFR). MLIC and MSI are MetLife companies and are unaffiliated with Firstrust Bank, FFR, or FFA. FFR associates do not provide tax or legal advice.