FirsTrust

Relying on one “financial planner” to be an expert in everything is unrealistic. That’s why FirsTrust offers our consulting clients access to a team of experienced specialists from the firm's 4 specialized divisions. Investment Management, Financial Planning, Tax Consulting, Trusts & Estates. We believe in having access to depth & breadth of knowledge, and we welcome the opportunity to collaborate with your other professional advisors.   

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Advisors at this Office

Advisors at Other Firm Offices

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This Office

2385 NW Executive Center Dr Ste 100 Boca Raton, FL 33431-8510 Phone: (561) 477-3232

Primary Office

113 Executive Cir Daytona Beach, FL 32114-1180 Phone: (386) 788-3737

Other Offices

3030 N Rocky Point Dr W Ste 150 Tampa, FL 33607-7200 Phone: (813) 874-7200
121 S Orange Ave Ste 1500 Orlando, FL 32801-3241 Phone: (407) 859-4334
2385 NW Executive Center Dr Ste 100 Boca Raton, FL 33431-8510 Phone: (561) 477-3232
1576 Bella Cruz Dr Ste 322 The Villages, FL 32159-8969 Phone: (352) 753-8589
3340 Peachtree Rd NE Ste 580 Atlanta, GA 30326-1059 Phone: (404) 991-2788