About Us

Firstrust Financial Resources Company History

With over 50 members of the team with diverse 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.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT, as Equitable Network Insurance Agency of Utah, LLC and, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

Firstrust Financial Resources is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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