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Monday 8:30am - 5pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 6pm

Service 1st Retirement & Investment Center

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Danville, PA
Service 1st Retirement & Investment Center

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Service 1st Retirement & Investment Center, Financial planner, 861 Bloom Road, Danville, PA.

06/17/2026

prioritizing your next dollar | get your employer match!

Make sure you are contributing enough to your workplace retirement plan to receive the full employer match. This is free money. For example, a common employer matching formula is to contribute $0.50 for each dollar you contribute, up to 6% of your pay. That’s a 50% return on your investment. A dollar-for-dollar employer match up to a certain percentage of your pay is even better — a 100% return on your investment!

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

06/12/2026

don't miss it! | rollover planning – wednesday, june 24 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You can learn about:
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a rollover works

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_hSFEEG3OTMKKc0zVNltkKw #/registration to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

06/10/2026

let’s do this! | prioritizing your next dollar – emergency savings account

Over the next several weeks, we have 9 goals to walk you through. Today, we’ll start with the first one – Fund an Emergency Savings Account!

Unplanned expenses make it hard to sustain a consistent saving strategy (and possibly lead to high interest credit card debt). Think: car repair, dishwasher replacement, leaky roof, or worse — an unexpected gap in employment. Build up a fund in a liquid, accessible savings account until it holds at least three to six months of living expenses (preferably closer to six).

To learn more, contact Jeffrey H. McKinnon, CFP®, CRC®* or Matt Defalco, Financial Advisors at the Service 1st Retirement & Investment Center at 800.562.6049 Ext. 7597 or visit Retirement & Investment Center | Service 1st.

06/02/2026

tomorrow! | income for life – wednesday, june 3 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.
Learn about:
• Sources of retirement income
• Retirement risks when drawing on savings
• Income strategies
• How to use annuities to guarantee income

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_w6sHXoeuSMmPL0wdCGOiiA #/registration to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

05/27/2026

save the date! | income for life – wednesday, june 3 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.
Learn about:
• Sources of retirement income
• Retirement risks when drawing on savings
• Income strategies
• How to use annuities to guarantee income

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_w6sHXoeuSMmPL0wdCGOiiA #/registration to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

05/01/2026

join us! | understanding medicare – tuesday, may 12 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

Learn about:
• Medicare basics
• The differences between Parts A, B, C and D
• Tips for choosing your coverage and enrolling
• Health care costs when planning your retirement

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_va2TBTM8TyGeyMoZ_DrNPA #/registration to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

04/28/2026

today! | social security & your retirement – tuesday, april 28 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You’ll learn answers to important questions, including:
• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_o_g6c4ukREudv-7pE4JZFw to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

04/27/2026

member notice | retirement & investment center closed today, april 27

The Retirement & Investment Center is closed today, Monday, April 27.

Team members are available to assist by taking messages and scheduling appointments.

We apologize for any inconvenience this may cause and appreciate your understanding.

For more information, contact Sharon Stroh, Administrative Assistant to CAO, at 800.562.6049, ext. 7545 or [email protected].

04/20/2026

save the date! | social security & your retirement – tuesday, april 28 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You’ll learn answers to important questions, including:
• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://trustage.zoom.us/webinar/register/WN_o_g6c4ukREudv-7pE4JZFw to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

12/08/2025

tomorrow! | rollover planning – tuesday, december 9 at 6:00 pm

Join us for a virtual seminar on this important topic. This online event is a free educational opportunity. There is no cost and no obligation to attend.

You can learn about:
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a rollover works

Presented by: Travis Stanley BFA™, NSSA™, RICP™, CSS™ and IRMAA™ from TruStage™ Annuities

Visit: https://bit.ly/4picfb4 to reserve your virtual seat.

Place: Virtual sessions via Zoom (You must have a device with internet access.)

Address

861 Bloom Road
Danville, PA
17821

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 6pm

Website

https://service1.org/personal/retirement-investment/retirement-investment-center

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