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Image by Javier Allegue Barros

About Us

We work in the following areas of

Investment & Portfolio Management:

• Retirement-Income Planning

• Long-term Accumulation Strategies

• Investment Selection & Portfolio Allocation

We are proud to help you manage your investment portfolio for your future. 

 

We have a proprietary solution for you, called the "Retirement Planning Roadmap".

We are NEPA residents, and we call this area home. For 40 years, we have been assisting our neighbors and clients in Northeast PA with their financial management.

We are proud to work together with you to establish an appropriate plan that meets your needs and help you to monitor your objectives along the way. 

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Awarded "Best of the Abingtons" For 5 Years: Your Investment & Service Team

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Phil Goldstein

President

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Heath Goldstein

Vice-President
Client Services

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Cheryl Pasternak

Office Manager

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Kaitlin Pasternak

Administrative Assistant

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