Financial Services

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
  • College & Estate Planning

Bringing Wall Street to Main Street 

First Columbia Financial Services offers local service and expertise—while 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 1199 Lightstreet Road in Bloomsburg and we can meet with you at any First Columbia Bank location that is convenient to you. Please call any one of our team members at 570.387.2600.

Meet our Team of Financial Professionals

Matt Beagle, Program Manager & CERTIFIED FINANCIAL PLANNER™
Matt Beagle, Program Manager of First Columbia Financial Services and a CERTIFIED FINANCIAL PLANNER. A graduate of Millville High School, Ursinus College with Law and MBA degrees from Wake Forest University. Matt serves on the boards of the American Red Cross, Bloomsburg Little League, Bloomsburg Public Library, Downtown Bloomsburg, Inc., Columbia County Volunteer Organization for Disaster Relief, and the Moose Exchange.
Sondra Turnbach, Financial Consultant
   
Sondra Turnbach is a Financial Consultant and holds her Securities Licenses through LPL Financial as well as Insurance registrations. Sondra has more than 15 years of business experience. She received her Master's degree from Bloomsburg University and Bachelor's from Indiana University of Pennsylvania.
Barbara Yoder, LPL Registered Sales Assistant
   
Barbara Yoder has nearly 10 years of financial services experience. Barbara holds her Securities Registration through LPL Financial as well as Insurance Licenses and provides exceptional customer service.
Mary Guarino, Administrative Assistant
   
Mary Guarino has served customers of First Columbia Financial Services for 15 years. Mary delivers first rate customer service and is a Notary Public.

 

The Benefits of an LPL Partnership

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*

About LPL

For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best–help their clients attain their financial goals and fulfill their dreams. 

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: Enabling technology; Comprehensive clearing and compliance services; Practice management programs and training; Independent research. LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals. For more information about LPL Financial, visit www.lpl.com.

*As reported in Financial Planning Magazine, 1996 - 2013, based on total revenue.


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