(Tel) 570-585-6100

www.1stFinancialInvestment.com

Investment Advisory Services are offered through 1st Financial Investment, Inc. a State Registered Investment Advisor.
1st Financial Investment, Inc. is not a broker/dealer, and does not offer Legal or Tax advice.

Past performance is not a guarantee of future results.

Check the status of this firm's background on IAPD

Investment advisory services also offered through SEI Investments Company- a SEC registered Investment adviser- and Vere Global Private Asset Management- a state registered Investment Adviser. 

SEI Investments Company and Vere Global Private Asset Management are separate legal entities and are not affiliated with 1st Financial Investment, Inc.

Fixed Insurance products offered through 1st Financial Investments, Inc. a licensed insurance agency in PA. 

1st Financial Investment, Inc. and 1st Financial Investments, Inc. are separate entities and are not affiliated.

We specialize in the following areas of

Investment & Portfolio Management:

  • WEALTH ACCUMULATION STRATEGIES

  • TAX-MANAGED PORTFOLIOS

  • INVESTMENT SELECTION & PORTFOLIO ALLOCATION

  • PRESERVATION-FOCUSED RETIREMENT PORTFOLIOS

  • PROFESSIONAL RETIREMENT-INCOME PLANNING

 

We are dedicated to the successful management of your Investment Portfolio and providing you with a clear vision for your Financial Future. 

 

You can rely on our experience in helping Northeast PA investors like you to manage your Investment Portfolio. You can be confident in our professionalism and efforts towards helping you achieve your Financial Vision. (Clarks Summit, Scranton, Dunmore, Wilkes-Barre, Moscow, Dallas)

We will work with you to establish a clear path to help you achieve your goals and objectives, and review your plan with you to help to monitor your objectives along the way. 

Learn more about some of our external managers: