At-a-glance
Related Categories
Overview
Entrust Financial is an independent, boutique wealth management firm (registered investment advisor) and we adhere to the fiduciary standard of always placing clients’ best interests before our own. Our advisors hold the CERTIFIED FINANCIAL PLANNER™ designation and are bound to the highest industry ethical standard, that of fiduciary.
Products & Services
Business Details
This is a multi-location business.
- Location of This Business
- 487 Devon Park Dr Ste 216, Wayne, PA 19087-1808
- BBB File Opened:
- 4/24/2018
- Years in Business:
- 9
- Business Started:
- 3/13/2015
- Business Incorporated:
- 10/22/2014
- Accredited Since:
- 5/8/2018
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of CRD# 174694 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal
These agencies may include:
U.S. Securities and Exchange Commission (SEC)-Federal
100 F Street NE
Washington DC 20549-0213
Fax: (202) 7729295
http://www.sec.gov/investor.shtml
BBB records show a license number of 779659 for this business, issued by Insurance Department-PA. The expiration date of this license is 6/30/2024.These agencies may include:
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Fax: (717) 7878585
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Ms. Mckenzie Frankel, Principal
- Ms. Joslyn Ewart, Chief Compliance Officer
- Contact Information
Principal
- Ms. Mckenzie Frankel, Principal
- Ms. Joslyn Ewart, Chief Compliance Officer
Customer Contact
- Ms. Mckenzie Frankel, Principal
- Ms. Joslyn Ewart, Chief Compliance Officer
- Additional Contact Information
Fax Numbers
- (610) 687-3595Primary Fax
Email Addresses
- Sales
- Technical Support
Website Addresses
- (610) 687-3595
Customer Complaints
0 Customer Complaints
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