915 Nursery Street
Funds will aid New Bethany Ministries via Pennsylvania’s Neighborhood Assistance Program.
Fogelsville, PA (January 18, 2023) - Client 1st Financial (C1F) has contributed $35,000 to New Bethany Ministries (NBM) through Pennsylvania’s Neighborhood Assistance Program (NAP). As the lasting effects of the COVID-19 pandemic continue to affect the Lehigh Valley, C1F felt inspired to partner with NBM and broaden its ability to help those experiencing poverty, hunger, and homelessness.
NBM will use these funds to help lessen the lasting impacts of the COVID-19 pandemic on impoverished families and children in the Lehigh Valley region by expanding its Housing Advocate program at three Bethlehem Area School District elementary and middle schools. The Housing Advocate program works to provide case management and tenant navigation to families facing housing insecurity.
“We at Client 1st Financial are honored to be a small part of the important work that New Bethany Ministries does every day,” says Michael Fischer, president and CEO of C1F. “Like many of our customers, Client 1st is dedicated to charitable giving, so we continually advocate giving back to our community. It feels good to support an organization like New Bethany that truly changes the lives of local individuals and families.”
NAP grants are extended to organizations that address neighborhood and community problems in low-income areas. Those receiving grants must serve low-income residents of communities in need; projects must involve affordable housing, community economic development, community services, crime prevention, education, job training, neighborhood assistance, or neighborhood conservation.
Learn more about New Bethany Ministries HERE.
Fogelsville, PA (June 5, 2022) Michael J. Fischer, CLU, ChFC, CASL, president and CEO of Client 1st Financial, a member of Royal Alliance Associates (RAA), recently attended the Royal Alliance Associates Royal Court Meeting at the Grand Velas Resort in Los Cabos, Mexico. Attaining Royal Court status is one of the highest honors that RAA bestows on financial professionals within their national network. Fischer qualified by ranking in the top 120 of all Royal Advisors throughout the country.
At the meeting, Fischer was further recognized by the company for his utilization of recent software advancements offered by the firm. Those applications allow for better communications and paperwork processing between clients and the team at Client 1st. Fischer said, “It just seems to be common sense to us at Client 1st that we would continue to look for and implement methods and tools to serve our clients as well as possible.” Additionally, Fischer shared that “Continuing to achieve Royal Court status serves to remind us that our focus on keeping our clients’ needs and interests first and foremost always leads to a mutually beneficial result.”
This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.
President and CEO of Client 1st Financial, a member of Royal Alliance Associates (RAA), recently qualified for the Royal Alliance Associates Royal Court, one of the highest honors that RAA bestows on financial professionals within their national network. Fischer qualified by ranking in the top 120 of all Royal Advisors throughout the country.
As part of the recognition for achieving this distinction, Fischer will join other Royal Court members at a meeting sponsored by the company in Cabo San Lucas, MX. At the meeting, Advisors will participate in sessions focused on upcoming enhancements to RAA’s support systems and provide Fischer with the opportunity to interact with other top representatives of the company. Fischer said, “An honor of this type serves to remind us that our focus on keeping our clients’ needs and interests first and foremost always leads to a mutually beneficial result.”
A thirty-four-year veteran of the financial services industry, Fischer is a graduate of Pennsylvania State University (1986.) Fischer is a life-time member of the Million Dollar Round Table and a three-time qualifier of the Top of the Table.
Nine local nonprofits benefit from grants.
Michael J. Fischer, CLU, ChFC, CASL, AIF, President and CEO of Client 1st Financial, and a member of Royal Alliance Associates (RAA), recently announced the 2021 Client 1st Foundation grant awardees. Recipients were nominated by clients and friends of the firm. With the presenting of this year’s contributions, the Foundation has provided seventy-four grants since its inception in 2012.
The 2021 recipients are New Bethany Ministries, Lehigh Valley Reads, The Potato Project, Center for Animal Health & Welfare, Allentown Council of Churches (Lehigh Conference of Churches), St. Thomas Moore Church– Bill Sugra Memorial Fund, Valley Against Sex Trafficking (VAST), Treatment Trends, and Third Street Alliance.
“As Client 1st Foundation’s resources grow, we will continue to impact the communities in which we live and work,” said Fischer. “I encourage all local businesses to benefit the Lehigh Valley in charitable ways.”
The Foundation is structured as a donor-advised fund and is independently managed by the Lehigh Valley Community Foundation. A donor-advised fund is a charitable giving vehicle and created for the purpose of managing charitable donations on behalf of an organization, family, or individual.
Photo Credit: Lehigh Valley Community Foundation
Michael Fischer ranks among the top 120 financial advisors in the network.
Fogelsville, PA (September 17, 2021) - Michael J. Fischer, CLU, ChFC, CASL, AIF, President and CEO of Client 1st Financial, a member of Royal Alliance Associates (RAA), recently qualified for the Royal Alliance Associates Royal Court, one of the highest honors that RAA bestows on financial professionals within their national network. Fischer qualified by ranking in the top 120 of all Royal Advisors throughout the country.
As part of the recognition for achieving this distinction, Fischer joined other Royal Court members at a meeting sponsored by the company in Ojai Valley, California. At the meeting, advisors were informed of upcoming enhancements to RAA’s support systems and provided Fischer with the opportunity to interact with other top representatives of the company.
“An honor of this type serves to remind us that our focus on keeping our clients’ needs and interests first and foremost always leads to a mutually beneficial result,” said Fischer.
A thirty-three-year veteran of the financial services industry, Fischer is a graduate of Pennsylvania State University (1986), a lifetime member of the Million Dollar Round Table, and a two-time qualifier of the Top of the Table.
(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.”
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!
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.
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.