Our mission is simple:To provide innovative and practical financial programs for our valued clients.
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
Our relationships are based on trust and accountability with the highest standards of ethical conduct. We take great pride in the long-term relationships we have established with our clients and their advisors. We are resolute in our commitment to exceeding our clients’ expectations and to help them achieve their goals.
Who We AreWith over 60 members of the team with diverse tax, legal, financial, and business backgrounds, we believe that teamwork and knowledge make all the difference. We have a passion for helping others succeed, and are recognized by the region’s business and investment communities as a valuable resource.
The principals and associates of Firstrust Financial Resources have over two decades of experience in wealth management, financial planning, employee benefits and advanced life insurance planning. Previously Progress Financial Resources, in 2006 the team joined Firstrust Bank—one of the region’s oldest and most respected financial institutions.
Since 1934, Firstrust has been providing the Philadelphia region with the kind of personal service you just can't get from big corporate banks. It all started when Samuel A. Green founded our first office in South Philadelphia. Since then, successive generations of the Green family have ensured that we never stray from the tenets Samuel established so long ago. Service. Stability. And personal attention.
We are frequent guests of financial media, including CNBC, Fox Business, The Wall Street Journal, and KYW News Radio.