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570-585-6100

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 work together with you to establish an appropriate plan that meets your needs and help you to monitor your objectives along the way.
We are proud to help you manage your investment portfolio for your future.
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.
About Us

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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