About
FirsTrust is an independent, fee-only fiduciary wealth management firm serving clients across Florida since 1995. 100% employee-owned, our team of seasoned specialists (CFP®, CFA®, ChFC® and other credentialed professionals) provides comprehensive financial planning, investment management, strategic tax planning, and advanced trust & estate services. We never accept commissions or third-party incentives, so our advice is always aligned with our clients’ best interests.
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Service Areas
- Daytona Beach, FL, USA
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Fri 9:00 AM - 5:00 PMOPEN NOW
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- Contact FirsTrust LLC