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Retirement & Investment Center

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Designed exclusively for credit union members, and located right here at the credit union, the Service 1st Retirement & Investment Center is a full-service financial program. 

We provide retirement, insurance and investment services to members like you. We’re here to help you and your family through a lifetime of financial planning needs - from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.

Our team of knowledgeable and experienced financial professionals are devoted to serving all your retirement, insurance and investment needs. Combined, they have over 40 years of experience in the financial industry, and understand the importance of having a qualified professional. Rest assured they will serve you with the same personalized attention you've come to expect.

The Service 1st Retirement & Investment Center is staffed by Jeffrey H. McKinnon, Financial Advisor, CFP®, CRC®; Ed Moyer, LPL Registered Representative; Matt Gardill, LPL Registered Representative; Matt Defalco, Financial Advisor and Addie Felice, Financial Services Coordinator.

 Call today to schedule a no cost, no obligation appointment.

Jeffrey McKinnon, Financial Advisor      

  • Local Phone: 570.271.6060 x7596
  • Toll-Free Phone: 800.562.6049 x 7596 
  • Email: Jeff.Mckinnon@LPL.com
  • Fax: 570.271.8793

Ed Moyer, LPL Registered Representative

  • Local Phone: 570.743.0881 x7710
  • Toll-Free Phone: 800.562.6049 x7710
  • Email: E.Moyer@LPL.com
  • Fax: 570.271.8793

Matt Defalco, Financial Advisor

  • Local Phone: 570.271.7577
  • Toll-Free Phone: 800.562.6049 x7577
  • Email: Matt.Defalco@LPL.com
  • Fax: 570.271.8793

Matt Gardill, LPL Registered Representative

Some of the products and services available include:

  • Retirement Accounts
  • Individual Retirement Accounts (IRA's)
  • Wealth Management
  • Education Funding
  • Mutual Funds
  • 401(k) Services**
  • Life Insurance
  • Long-Term Care Insurance
  • Tax-Managed Investing**

Check the background of these investment professionals on FINRA’s BrokerCheck.


*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Service 1st Federal Credit Union and Service 1st Retirement and Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Service 1st Retirement and Investment Center, and may also be employees of Service 1st Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Service 1st Federal Credit Union or Service 1st Retirement and Investment Center. Securities and insurance offered through LPL or its affiliates are:


Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.


LPL Financial Form CRS

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