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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

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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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116 North State Street, 1st Floor

Clarks Summit, PA 18411

570-585-6100

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