Financial Services

Strategies for
continued prosperity.

Turn to a proven leader in financial guidance. Firstrust Financial Resources* (FFR) is committed to helping you secure and enhance your wealth through innovative strategies and careful planning.

You get the combined strength of 40 professionals with years of experience in business, taxation, finance and accounting.

Personal
Financial Advice

We recognize your choice of a financial professional is critical to maintaining and growing your prosperity. Firstrust Financial Resources* offers services and wealth management strategies that help secure your continued prosperity.

Small Business
Solutions

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.

Individual Services

Through Firstrust Financial Resources*, we offer extensive financial and wealth management products and services including:


  • Investments
  • Retirement planning
  • Education funding/529 plans
  • Life, disability and long-term care insurance
  • Estate strategies
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Small Business Services

Members of the FFR team will be aligned to help you with one goal in mind–to help enhance your wealth, assets and business through innovative strategies and services including:


  • 401(k) and pension plans
  • Employee benefits/group insurance
  • Executive compensation
  • Corporate life insurance/buy-sell insurance
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Wealth
Management

FFR professionals are positioned to help you navigate major financial events such as inheritance, retirement, sale of business, the loss of a loved one or divorce.

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Retirement
Planning

Ensure a comfortable retirement. FFR works with you to get the most from your assets whether you are preparing for, nearing or in retirement.

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Financial
Education

FFR can help you meet the diverse financial needs of your employees, reduce your administrative burden and increase the appreciation of the benefits you offer by supporting your workplace benefits with PlanSmart, our financial education series.

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Employee
Benefits

Give your business or non-profit organization the edge with comprehensive benefit packages that translate into employee satisfaction and retention.

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More Firstrust Financial Resources

To view the many services that Firstrust Financial Resources can provide for you, your family and your business, please visit www.FirstrustFinancialResources.com.*

Disclosures

*Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products, including those issued by AXA Equitable Life Insurance Company (AXA Equitable), (NY, NY), offered through AXA Network, LLC (AXA Network Insurance Agency of California, LLC,; AXA Network Insurance Agency of Utah, LLC; AXA Network of Puerto Rico, Inc. AXA Advisors, AXA Network and AXA Equitable are affiliated companies and do not provide bank services or tax or legal advice. Firstrust Financial Resources is not owned or operated by AXA Advisors or its affiliates.

Investment Products:

NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY| NOT GUARANTEED BY FIRSTRUST BANK | NOT FDIC INSURED | SUBJECT TO INVESTMENT RISKS INCLUDING LOSS OF PRINCIPAL | NOT A CONDITION TO ANY BANKING OR LENDING SERVICE

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FFR is a wholly owned subsidiary of Firstrust Bank and, in addition to FFR's Center City Philadelphia headquarters, our clients may meet with FFR representatives in all of Firstrust Bank's locations.

Or Call 215-569-3110 | Toll-free 888-737-4359

To contact the Estate and Trust Administration offices of Firstrust Bank, call us at 800-220-BANK (2265), Extension 5016.

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