With a team of more than 50 financial professionals hailing from diverse backgrounds in tax, law, finance, and business, we firmly believe in the transformative power of collaboration and knowledge. Our team is driven by a shared passion for facilitating success, earning recognition as a valuable resource within the region's business and investment communities.
Firstrust Financial Resources is led by principals and associates with a cumulative experience of more than two decades in wealth management, financial planning, employee benefits, and advanced life insurance planning. Originally known as Progress Financial Resources, our team seamlessly integrated with Firstrust Bank in 2006—an institution revered as one of the region's oldest and most esteemed financial entities.
Since 1934, Firstrust has been synonymous with providing unparalleled personal service to the Philadelphia region, setting us apart from large corporate banks. Founded by Samuel A. Green in South Philadelphia, our commitment to service, stability, and personalized attention has endured through successive generations of the Green family, ensuring that we remain steadfast to the principles established so many years ago.
Navigating the complexities of the financial landscape requires seasoned experience and a deep understanding of market dynamics. At FFR, our team of experienced financial advisors stands ready to guide you through the intricacies of wealth management with a wealth of knowledge and a commitment to your financial success. With years of industry proficiency, our financial advisors bring a rich tapestry of insights to the table, crafting bespoke financial strategies tailored to your unique goals. Discover the extensive capabilities that set our seasoned financial advisors apart, ensuring you receive not just advice, but a partnership in your journey toward financial prosperity.
At our core, we are leaders in the financial services industry, supported by a network of strategic alliances. Leveraging our extensive experience and knowledge, we provide tailored guidance and strategies to address the unique needs of our clients. The reputation of our firm as a champion of professional excellence and dependability instills a high level of confidence in the programs and products we recommend and assist in implementing.
Our foundation is built on trust and accountability, upholding the highest standards of ethical conduct. We cherish the relationships fostered with our clients, a testament to our commitment to long-term connections. FFR’s unwavering dedication is reflected in our pledge to surpass our clients' expectations and actively contribute to their journey in achieving their goals.
