Client 1st Financial

Client 1st Financial Together we can help identify your goals, analyze risk, assess needs and establish a plan of action.

Our goal is maintaining and improving standards of living, maximizing wealth, preparing for financial independence and estate protection and preservation.

Taxes do not have to be overwhelming for small business owners. With careful planning and the right guidance, you can ma...
06/09/2026

Taxes do not have to be overwhelming for small business owners.

With careful planning and the right guidance, you can make strategic decisions that benefit both your business and your long-term goals.

At , we work alongside business owners to help them plan ahead, stay on top of obligations, and take advantage of opportunities that maximize efficiency and growth. The right plan can make a big difference now and in the future.

We are here to guide you through the process and help your business thrive.

06/02/2026

The future of financial advising depends on growing the community and bringing in new voices.

Claire McCarthy joins Michael to discuss how Osaic is focused on attracting more advisors, including increasing opportunities for women in a traditionally underrepresented space.

By supporting diversity and the next generation of advisors, the industry can better serve clients and communities alike.

Estate planning is about more than just finances, it’s about making sure your wishes are carried out and your loved ones...
05/20/2026

Estate planning is about more than just finances, it’s about making sure your wishes are carried out and your loved ones are taken care of.

Having a plan in place can help reduce stress and uncertainty for your family in the future. , we are here to guide you through the process and help create a plan that reflects what matters most to you.

Social Security is a key part of retirement for many people, but knowing how to make the most of it is not always straig...
05/18/2026

Social Security is a key part of retirement for many people, but knowing how to make the most of it is not always straightforward.

The timing of your benefits and how they fit into your overall plan can have a big impact on your future. That is why it’s important to look at the full picture.

At , we are here to help you make informed decisions and plan with confidence.

05/14/2026

The financial industry is always evolving, and so is the way advisors support their clients.

In this video, Michael sits down with Catherine Knopf to talk about where things are headed and why building strong, trusted relationships continues to be at the center of it all.

It’s about understanding what matters most and creating a plan that supports it.

05/12/2026

A big thank you to everyone who helped make our April Food Drive benefiting New Bethany such a success!

We are incredibly grateful to all the generous donors who contributed to the collection of 568 pounds of food. Your support is directly helping families in need right here in our community, and we couldn’t have made this happen without you.

Thank you for your kindness and for being part of this effort. Together, we are building a stronger community.

It’s Small Business Month, a time to recognize the hard work, risk, and commitment it takes to run a business.Behind eve...
05/11/2026

It’s Small Business Month, a time to recognize the hard work, risk, and commitment it takes to run a business.

Behind every business is a series of financial decisions that impact both today and the future. At , we help business owners navigate those decisions with a clear plan in place, from growth and tax planning to long-term goals.

We are proud to support the people behind the businesses that keep our community moving forward.

05/07/2026

As we welcome spring, it’s the perfect opportunity to review your financial situation and ensure you are on the right path for the year ahead.

At , we are here to help you through every step of the process. Whether it's refining your budget, planning for retirement, or adjusting your investment strategy, we provide the support you need to stay on track.

A little time spent now can make a big difference in achieving your financial goals. Let us know how we can assist you in making informed decisions for the future.

is proud to support Valley Youth House and its mission to provide a safe place for young people in our community to gr...
05/06/2026

is proud to support Valley Youth House and its mission to provide a safe place for young people in our community to grow, learn, and thrive.

We were honored to sponsor the Champions for Youth reception at Camp Fowler and celebrate the individuals whose generosity helps make this work possible. Michael J. Fischer, a member of the Valley Youth House Board of Governors, is grateful to be part of an organization making such a strong impact across our region.

It was a great afternoon filled with connection and appreciation for those helping create meaningful change.

May is Older Americans Month.It’s a time to celebrate the generations who have built strong families, communities, and l...
05/04/2026

May is Older Americans Month.

It’s a time to celebrate the generations who have built strong families, communities, and legacies. At , we are proud to support clients through every stage of life, helping them plan for the future with confidence.

We are grateful for the opportunity to be part of that journey.

Address

Fogelsville, PA
18051

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+16108413037

Website

Alerts

Be the first to know and let us send you an email when Client 1st Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Client 1st Financial:

Shortcuts

Share