Entrust Financial LLC

Entrust Financial LLC is an independent, fee-only wealth management firm, and one of the few woman-founded, women-led firms in the region.

December 30, 2024

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Entrust Financial LLC

5 (3 Reviews)

Popular

Professional Services, Woman Owned/Led

Members, Moving to the Main Line Guide

Entrust Financial LLC is an independent, fee-only wealth management firm, and one of the few woman-founded, women-led firms in the region. They have a strong commitment to getting to the heart of what matters most to clients and to providing objective advice.

Entrust believes that money is a tool, a resource that serves individual values and helps people live well. Whether advancing a business, or enhancing and preserving family wealth and a lasting legacy, the Entrust perspective on allocating money astutely can make all the difference.

Address

487 Devon Park Drive, Suite 216 19087

Phone

(610) 687-3515

Zip/Post Code

19087

contactus@entrustfinancial.com

Website

https://www.entrustfinancial.com/

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3 reviews

Jennifer Weston

10 January, 2025

I have been with Mckenzie for over a decade and I am so grateful that I found her! When I met her, I had very little money to invest but Mckenzie treated me like I had millions. Over the years, she has helped me meet my financial and life goals, and I am well-prepared for retirement. Mckenzie has always treated me with respect, has been extremely responsive to my calls and emails, and has made talking about my finances – which is stressful for me – very comfortable. I enjoy our check-ins and she always takes the time to ask me about my family, interests and life events. She views me as a whole person, not just a client. I recommend her to everyone I know! I love that the company is women-owned and I trust Entrust completely. I highly recommend Entrust and specifically, Mckenzie Frankel.

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Lois and Lee Schwartz

9 January, 2025

We have been very pleased with McKenzie and her team. Their attention to detail is outstanding. We have regular meetings with her, which we did not have with our prior advisor. We couldn’t be happier.

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Alex M.

30 December, 2024

I was lucky to find Jen Bravo through my work. I’ve been with her since before she was at Entrust, but I’m even more excited to be with her now that she’s at this new company. My experience with Entrust has been supportive, educational and personal. I didn’t know Financial Advising could be like that, especially if you don’t have a lot of money to play with, like me. Jen is invested (ha money jokes) in my financial health and works with me set goals and establish positive habits. I couldn’t be happier with Jen and Entrust.

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