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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-2016
- Office Locations
- 4
Office Locations
About 1ST Financial Investment, Inc.
1st Financial Investment, Inc. is a state-registered RIA serving Northeast Pennsylvania for 20+ years, providing managed money and financial planning alongside annuity/insurance solutions and affiliated tax preparation. The practice emphasizes income and safety-focused planning for local individuals and families and has been recognized as “Best Financial Planner” in Lackawanna County and “Best of the Abingtons” six years running.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Heath Gary Goldstein
Chief Compliance Officer, Vice-President, Board Of Director, Chief Compliance Officer, & Chief Finacial Officer, Chief Operating Officer
- CRD
- #2147679
- Ownership
- Less than 5%
PHILIP ALAN GOLDSTEIN
Chief Investment Officer, President
- CRD
- #1031460
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Charles James Galat Jr.
--
- CRD
- #4633030
Adam Edward GOLDSTEIN CPA
Wealth Advisor
- CRD
- #7242092
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $782,150 | -- |
| Total | $782,150 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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