FirsTrust

FirsTrust is an SEC-Registered Investment Advisor firm based in Daytona Beach, Florida. The company employs 13 people and generates over $10,000 in annual revenue. FirsTrust offers a range of financial services, including financial planning, retirement planning, tax advising, estate planning, and investment management. They cater to a diverse clientele, from individuals with substantial wealth to those aiming to build their financial future. FirsTrust distinguishes itself through its fee-only structure, ensuring they act as true advisors rather than commission-driven sales representatives. As an independent firm, they are not obligated to promote specific products from any particular institution, allowing them to provide unbiased recommendations. The company leverages advanced technologies to offer "open architecture" access to a wide array of investment options globally. Clients benefit from a secure, real-time web dashboard for account monitoring, reporting, and document management. Clients can visit financialteam.com for more information.