About
Overview
BBB Accredited Since: 5/8/2018
Years in Business: 10
BBB Accreditation & Rating
About This Business
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 and Services
Business Details
- BBB File Opened:
- 4/24/2018
- Business Started:
- 3/13/2015
- Business Incorporated:
- 10/22/2014
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Ms. Mckenzie Frankel, Principal
- Ms. Jennifer Bravo, Chief Compliance Officer
Additional Contact Information
- Principal Contacts
- Ms. Mckenzie Frankel, Principal
- Ms. Jennifer Bravo, Chief Compliance Officer
- Customer Contacts
- Ms. Mckenzie Frankel, Principal
- Ms. Jennifer Bravo, Chief Compliance Officer
- Fax numbers
- Primary Fax: (610) 687-3595
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: Email this Business
- Additional Websites
- Website 1
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
U.S. Securities and Exchange Commission (SEC)-Federal
100 F Street NE
Washington DC 20549-0213
BBB records show a license number of 779659 for this business, issued by Insurance Department-PA
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Additional Information
- Business Categories
- Wealth Management, Retirement Planning Services
More Resources
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