ABOUT US

20+ years. One GOal: Your financial success

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.

Our Company

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.

Experienced Financial professionals

Navigating the financial landscape requires expertise and insight. At FFR, our seasoned financial advisors provide personalized wealth management strategies tailored to your goals. With deep industry knowledge and a commitment to your success, we offer more than advice—we offer a trusted relationship on your path to financial prosperity.

Our Mission:
Delivering Solid Financial Strategies

We are committed to providing experienced guidance, ethical leadership, and tailored solutions to help our clients achieve lasting financial success.

Industry Leadership

Backed by strategic alliances, we lead with expertise in financial services.

Tailored Guidance

We provide customized strategies to meet each client’s unique financial needs.

Trusted Reputation

Our commitment to excellence and dependability instills confidence in our recommendations.

Integrity & Accountability

We uphold the highest ethical standards in everything we do.

Long-Term Relationships

We value lasting client connections built on trust and personalized service.

Dedicated to Your Success

We go beyond expectations, actively supporting your financial journey.