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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.
Awarded "Best of the Abingtons" For 5 Years: Your Investment & Service Team
Phil Goldstein
President
Heath Goldstein
Vice-President
Client Services
Cheryl Pasternak
Office Manager
Kaitlin Pasternak
Administrative Assistant
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