Who we serve

Providing educators with financial and retirement services

Educators First Financial of Pennsylvania (EFFPA) partners with educators, teachers and public school employees to identify financial objectives and make informed decisions about their financial futures. We are committed to serving active and retired education community members and helping ALL of our clients enjoy the rewards of a career spent serving others.

Educational employees of every age and income can benefit from objective and professional advice. It is never too soon to begin the financial planning process, learn ways to maximize your educator retirement benefits, and manage options to care for you and your loved ones.

Educators First Financial will work with you to craft a sound financial plan for your retirement needs. We want to help you protect what matters most and assist you in working towards the achievement of your goals - prioritizing plans for the future and preparing for the unknown. Educators…it’s what we are, it’s who we serve.™

FINANCES - Benefit from sound planning and organization to maximize your retirement benefits.

INVESTMENT - Understand investment principles, select and manage options to establish retirement goals.

INSURANCE - Learn about short- and long-term methods of planning and ways to make your financial future more secure.

GOALS - Develop a plan to work toward your retirement savings goals. The key is to prepare, and it’s never too early to start.

Educators First Financial will professionally handle your financial planning needs.

Let us help you get started today - contact us!

PSERS Members
With several decades of experience, we have professionally managed the unique financial challenges and opportunities presented to all active and retired public school employees. The breadth of our knowledge and expertise is what distinguishes us and supports our ability to advise members on how to maximize their PSERS benefits.

State Employees
Our familiarity with the State Employees Retirement System (SERS) has made us specialized leaders in the financial services industry and retirement planning. Our effective communication and personalized services position us better to serve you and your individual financial needs.

Friends of EFFPA
Success is defined by the quality of the relationships we form with all of our clients, regardless of vocation. We recognize that financial needs are based on the individual circumstances of those we serve. Through the dedication of our business, we work to customize solid plans that serve our clients well and advocate for them throughout their lives.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck