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Fischer Speaks at Wealth Symposium

(May 13, 2021) Fogelsville, PA – Recently, Michael J. Fischer, CLU, ChFC, CASL, President & CEO of Client 1st Financial, LLC of Fogelsville, PA was a featured presenter at The Advisor Group’s virtual Wealth Management Symposium.  Fischer’s comments focused on “Making Sense of the Unified Managed Account.”  

As Fischer explained, “With 1,000 separate account strategies, over 200 model portfolios and 7,000 mutual funds and exchange traded funds (ETF’s) the investment options and combinations in this type of platform are practically endless.  Helping clients to understand how to best utilize those options is a large part of the value we, as advisors, bring to our clients’ tables.”

The Wealth Management Symposium is an annual three-day event that brings together thousands of Advisors from across a wide variety of Broker-Dealers under the Advisor Group’s umbrella.  Fischer remarked, “To be identified as someone who has mastered the intricacies of this advanced product and its applications on behalf of clients is truly a recognition of our hard work and focus at Client 1st.”



Client 1st Financial Food & Goods Drive for Benefit of New Bethany Ministries

Client 1st Financial Food & Goods Drive for Benefit of New Bethany Ministries

Starting Monday, November 2nd until Tuesday, December 15th, 2020 the team at Client 1st Financial is asking that you stop by our office to help support New Bethany Ministries by donating:

Non-perishable canned goods such as: Veggies, Pasta, Tuna, Peanut Butter, etc. 

Full sized & travel sized Toiletry Items

***We are unable to accept expired items but items that are past the sell-by date are fine***

Gift cards for grocery stores are also accepted

Cash donations can be made payable to New Bethany Ministries

New Bethany Ministries is a community of hope and support. Their organization’s goal is to help families and individuals who are capable to become self-sufficient and live independently. They also strive to identify and optimize opportunities to improve the quality of life for our guests who cope with mental illness, disabilities, and/or extreme poverty. To learn more about New Bethany Ministries please visit their website at: https://newbethanyministries.org/

We ask that you drop off what you are able at our office between the hours of 9am and 3pm Monday thru Friday. If you would like to arrange another time to stop by, please call first.

Thank you for helping us make an impact!

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Local Financial Professional Recognized for Top Performance by Signator Investors Inc.

Fogelsville, PA (March 13, 2019) Michael Fischer, CLU, ChFC, AIF, CASL, President & CEO of Client 1st Financial, LLC of Fogelsville, PA, a member of Royal Alliance Associates, has qualified for the Signator Investors, Inc. ACE Platinum Award.  The award is one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence.”  This marks the nineteenth time that Fischer, named a Signator Hall of Fame member in 2014, has qualified for the ACE award.
According to Thomas Nikles, Managing Partner of Keystone Financial Management located in Allentown, PA, the ACE Award serves as a confirmation of Michael Fischer’s exceptional abilities. “It is a testament to not only sales excellence, but also the level of professionalism, respect, and real value he delivers to clients and the community every day. We are very proud of Michael’s high level of achievement,” said Nikles.

About Michael Fischer

With over three decades’ experience in the financial services industry, Michael holds multiple designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF) and Chartered Advisor for Senior Living (CASL.) Michael is a fifteen-time qualifier of the Million Dollar Round Table (MDRT) and has qualified for prestigious Court of The Table. Michael is a nineteen time Signator ACE (Achieving Client Excellence) qualifier. In 2014, Michael was named to the Signator Investors Inc. Hall of Fame. In 2012, Michael and his firm, Client 1st Financial, were named the winner of the national Signator Investors, Inc. Practice of the Year winner, which recognizes excellence in several key areas of practice management and client service. A graduate of Pennsylvania State University (1986), Fischer spent a year in foreign undergraduate studies at the University of Exeter in England. He is a lifetime member of Penn State Alumni Association. In 2012, Fischer founded the Client 1st Foundation which benefits local charities within the Lehigh Valley and surrounding areas.  Michael resides in the Kutztown area where he is an active member of the Kutztown, PA Lions Club. 

About ACE

The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.