Founded by Michael Fischer in 2011, Client 1st Financial is a full-service financial advisory firm. The four areas we focus on are legacy planning, philanthropic planning, retirement planning, and estate planning.
The Client 1st approach to helping our clients determine the best investment and insurance programs for them is different from most because our clients are our top priority - hence our name. There are simply no pushes for "quick solutions" or "quick closes"; instead, we offer a more analytical approach. We aim to establish a long-term relationship with our clients based on mutual understanding and trust. Our clients have described us as patient, prepared, open-minded, knowledgeable, trusted, supportive, friendly and honest. We're thankful for the relationships we've built with them and continue to work hard every day to maintain our reputation and the high level of client care we can provide. Whatever your financial goals, our Client 1st representatives can help you in the process through our Client-Centered Planning System. This is how we help our clients achieve the life, prosperity, and legacy they desire.
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or security policies. Osaic Wealth does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only https://www.sipc.org/
https://www.finra.org/#/
Company Details
- Founded
- -
- Address
- 915 Nursery St, Fogelsville,pennsylvania 18051,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Fogelsville.
- HQ
- Fogelsville, Pennsylvania
Client 1st Financial Questions
Client 1St Financial's website is https://www.client1stfinancial.com/
Client 1St Financial's LinkedIn profile is https://www.linkedin.com/company/client-1st-financial
Client 1St Financial's industry is
Financial Services
Client 1St Financial's top competitors are
Raymond James,
Lighthouse Financial Network, Llc,
What's So Cool About Manufacturing Lehigh Valley,
What's Next 4 Financial Advisors,
The Cerrado Group.
Client 1St Financial's categories are Financial Services
Client 1St Financial's founding year is 2012
