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Real goals meet personal and objective investment guidance
It's never too early or too late to plan for your future. Our LPL registered representatives are here to help you chart your path with investment experience. Whether you are just starting on that journey or nearing retirement, our investment center offers access to comprehensive financial planning services and a suite of investment products you need.
Investment Services
The First Columbia Investment Center has access to a wide-range of investment choices. Our LPL Registered Representatives will put their experience to work for you and help you determine the investment vehicles that are right for you.
- IRAs
- Mutual Funds
- Stocks and Bonds
- Exchange Traded Funds (ETFs)
Retirement Planning
You know retirement planning is important. However, knowing where to start when securing your financial future can be confusing. Our LPL Registered Representatives are here to help you figure out your retirement needs and develop an investment strategy, no matter where you are on your path to retirement.
- 401(k) plans
- IRAs, including SIMPLE and SEP IRAs
- Rollover IRAs
Protection Solutions
Don't let the thought of protecting your hard-earned investments overwhelm you. Let us help. We're here to walk you through key financial protection strategies that aim to keep your assets and future secure.
- Life Insurance
- Annuities
- Long-Term Care Insurance
Why Choose To Work With Us?
- What makes First Columbia Investment Center different?
We always put your goals first. Our advice is driven by your objectives and unique risk tolerance, not our advisors' goals. After all, it's your money and we respect that by presenting no-pressure recommendations. - Do I qualify as an investor?
Yes! We don't require minimums like many other investment firms. If your portfolio is small, large, or not yet established, our LPL Financial Professionals have the experience and resources to help you prepare for your financial future. We welcome investors in our community from all walks of life and professions. - Why should I choose a Certified Financial Planner?
A CERTIFIED FINANCIAL PLANNER™ certification is a designation in financial planning. Our CFP® professional, Matt Beagle, meets rigorous education, training and ethical standards, and is committed to serving our clients' best interests today that strives to prepare them for a more secure tomorrow. - Where do I start?
The best place to start is with a FREE financial review. We invite you meet with us for a confidential, no obligation review. This gives us the opportunity to get to know each other and learn about your goal, and your risk tolerance. At the end of the meeting, you'll understand our approach to establishing a just-for-you financial plan.
Matt Beagle
Matt Beagle is the Program Manager of First Columbia Investment Center and a CERTIFIED FINANCIAL PLANNER™. A graduate of Millville High School and Ursinus College with Law and MBA degrees from Wake Forest University, Matt serves as the Chairman of Boards at Geisinger-Bloomsburg Hospital and the Columbia/Montour Transitional Housing & Care Center. Matt also serves on the boards of Downtown Bloomsburg, Inc., and Agape, Love From Above. He has been an adjunct professor at Bloomsburg University's Zeiger College of business and has served on the Bloomsburg Little League and Bloomsburg Public Library boards.
Contact Matt Today
570.387.3448
[email protected]
LPL Financial
The financial professionals at First Columbia Investment Center offer investments and advisory services through LPL Financial, a Broker-Dealer and Registered Investment Advisor
When you choose to work with our LPL financial professionals, you’ll be working with a professionals backed by the nation’s largest independent broker dealer* — and regulated by federal and state agencies and self-regulatory organizations. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL Financial doesn’t offer proprietary investment products. That means our financial professionals are free from outside influence to push particular investment products or advice. Instead, they draw upon independent research and other resources that enable them to offer objective guidance to serve your needs.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
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. First Columbia Bank & Trust Co. and First Columbia Investment Center are not registered as a broker-dealer. Registered representatives of LPL offer products and services using First Columbia Investment Center, and may be employees of First Columbia Bank & Trust Co. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Columbia Bank & Trust Co. or First Columbia Investment Center. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or any other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may only 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 Bank (“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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
