As a locally-based financial firm, First Columbia Financial Services takes great pride in delivering personal and honest investment guidance to the people of this community.
|We are dedicated to helping our customers make life's most important financial decisions. We'll take the time to get to know you, to learn about your financial situation and goals, and provide you with clear, easy to understand information about your investing options. Our services include a full complement of investment and protection services: Retirement Plans, IRAs & 401(k)s; Life Insurance & Long-Term Care Insurance; and College & Estate Planning.|
Bringing Wall Street to Main Street
First Columbia Financial Services offers local service and expertiseówhile giving customers access to one of the largest array of investments available anywhere.
We invite you to a no-obligation, one-on-one meeting to learn more. It's free and confidential. Our office is located at 279 Columbia Mall Drive in Bloomsburg, and we can meet with you at any First Columbia Bank location that is convenient to you. Please contact us at 570.387.2600 or via email.
Meet our Financial Professional
Matt Beagle, Program Manager & CERTIFIED FINANCIAL PLANNERô
Matt Beagle is the Program Manager of First Columbia Financial Services and a CERTIFIED FINANCIAL PLANNERô. A graduate of Millville High School and Ursinus College with Law and MBA degrees from Wake Forest University, Matt serves on the boards of Geisinger-Bloomsburg Hospital, the Gatehouse Transitional Shelter, Bloomsburg Little League, Bloomsburg Public Library, Downtown Bloomsburg, Inc., Columbia County Volunteer Organization for Disaster Relief, and Agape.
Mary Guarino has served customers of First Columbia Financial Services for many years and delivers first rate customer service. Mary is also a Notary Public.
Marla Davis has many years of customer service experience. She has worked for First Columbia Bank & Trust Co. since 2008. She is a graduate of Millville High School and received her Bachelorís degree from Bloomsburg University. Marla serves on the Board of Directors of the Exchange, an arts organization in Bloomsburg.
The Benefits of an LPL Partnership
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firmís mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firmís tools and resources to help them provide financial guidance and recommendations to help meet their clientsí needs. For more information about LPL Financial, visit www.lpl.com.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Columbia Bank & Trust Co. and First Columbia Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following state - Pennsylvania.
Non-Deposit Investment Products:
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not Insured by any Federal Government Agency|