1st Financial Investment, Inc.

1st Financial Investment, Inc. (CRD# 283072) is a financial advisory firm headquartered in Clarks Summit, PA. They manage $747,410 in 21 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
116 North State Street, 1st Floor, Clarks Summit, PA 18411
http://www.1stfinancialinvestment.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $35,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, LA, MN, PA, TX

Financial Advisors at 1st Financial Investment, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Charles Galat, financial advisor South Abington Township PA
Charles J. Galat
CRD#: 4633030
638 Fairview Road, South Abington Township, PA 18411

Charles Galat (CRD# 4633030) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in South Abington Township, PA and has over 21 years of experience in the finance industry.

2
Heath Goldstein, financial advisor South Abington Township PA
Heath G. Goldstein
CRD#: 2147679
638 Fairview Rd, South Abington Township, PA 18411

Heath Goldstein (CRD# 2147679) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in South Abington Township, PA and has over 18 years of experience in the finance industry.

3
Jordan Goldstein, financial advisor Clarks Summit PA
Jordan J. Goldstein
CRD#: 6616735
116 North State Street, 1st Floor, Clarks Summit, PA 18411

Jordan Goldstein (CRD# 6616735) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in Clarks Summit, PA and has 1 year of experience in the finance industry.

4
Bradley Magers, financial advisor Clarks Summit PA
Bradley A. Magers
CRD#: 6362764
116 North State Street, 1st Floor, Clarks Summit, PA 18411

Bradley Magers (CRD# 6362764) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in Clarks Summit, PA and has over 5 years of experience in the finance industry.

5
Adam Goldstein, financial advisor Clarks Summit PA
Adam E. Goldstein
CRD#: 7242092
116 North State Street, 1st Floor, Clarks Summit, PA 18411

Adam Goldstein (CRD# 7242092) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in Clarks Summit, PA and has 1 year of experience in the finance industry.

6
Richard Weintraub, financial advisor Stroudsburg PA
Richard M. Weintraub
CRD#: 1377366
Stroudsburg, PA

Richard Weintraub (CRD# 1377366) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in Stroudsburg, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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