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Service 1st Retirement & Investment Center

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Service 1st Retirement & Investment Center Team Photo

(L-R): Matt Gardill, LPL Registered Representative; Gary Surak, Vice President Wealth Management; Ed Moyer, LPL Registered Representative and Matt Defalco, Sales Assistant

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.

Some of the products and services available include:

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

The Service 1st Retirement & Investment Center is staffed by Gary Surak, Vice President Wealth Management; Ed Moyer, LPL Registered Representative; Matt Gardill, LPL Registered Representative and Matt Defalco, Financial Services Coordinator.

 

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

 

Gary Surak, Vice President Wealth Management
Local Phone570.271.7596
Toll-Free Phone800.562.6049 x7596
EmailGary.Surak@LPL.com
Fax570.271.8793



Ed Moyer, LPL Registered Representative
Local Phone570.743.0881 x7710
Toll-Free Phone800.562.6049 x7710
EmailE.Moyer@LPL.com
Fax570.271.8793
Matt Defalco, Sales Assistant
Local Phone570.271.7597
Toll-Free Phone800.562.6049 x7597
EmailMatt.Defalco@LPL.com
Fax570.271.8793
Matt Gardill, LPL Registered Representative
Local Phone570.966.7900
Toll-Free Phone800.562.6049 x7111
EmailMatthew.Gardill@LPL.com
Fax570.271.8793


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.