retirement & investment center

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The Service 1st Retirement & Investment Center is staffed by Gary Surak, Shawn Hays, Ed Moyer and Matt Gardill. Our team of knowledgeable and experienced financial advisors are devoted to serving all your retirement, insurance and investment needs. Combined, they have over 33 years in the financial industry, and understand the importance of a trusted partner. Rest assured Gary, Shawn, Ed and Matt will serve you with the same personalized attention you've come to expect from your credit union. Call today for a no-cost, no-obligation appointment.

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Listed left to right

Ed Moyer, Registered Member Service Representative 
Local Phone | 570.743.7710
Toll-Free Phone | 800.562.6049 x7710
Fax | 570.271.8793
Matt Gardill, Registered Member Service Representative 
Local Phone | 570.966.7900
Toll-Free Phone | 800.562.6049
Fax | 570.271.8793

Gary Surak, VP Wealth Management
Local Phone | 570.271.7596
Toll-Free Phone | 800.562.6049 x7596
Fax | 570.271.8793

Shawn Hays, Registered Member Service Representative
Local Phone | 570.271.7597
Toll-Free Phone | 800.562.6049 x7597
Fax | 570.271.8793
 

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

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 advisory 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

Some of the products and services available include:

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

 


*Representatives are not tax advisors. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1476506.1-0416-0518 

financial solutions; account information; folio dashboard; advisors

 
 

Service 1st Federal Credit Union, 1985 Montour Blvd., PO BOX 159, Danville, PA 17821. Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government - National Credit Union Administration (NCUA), a U.S. Government Agency.

Service 1st Federal Credit Union routing number: 231387602.

*APR denotes Annual Percentage Rate and APY denotes Annual Percentage Yield. Click here or call us at 800.562.6049 for more information regarding current rates, terms and conditions. All Credit Union loan and deposit programs, rates, terms and conditions are subject to change at any time without notice.

DISCLAIMER
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Links to other websites found here are provided to assist in locating information. The mere fact that there is a link between this website and another does not constitute a product or program endorsement by Service 1st FCU or any of its employees. Service 1st FCU has no responsibility for content of the websites found at these links, or beyond, and does not attest to the accuracy or propriety of any information located there.