In the coronavirus era the path to small business succession and exit planning is lined with planning, purpose, flexibility and careful choices. 

Client 1st Financial was established in 2011, has over 637 clients and manages $177M in assets. Client 1st is located in Fogelsville and serves clients in 23 states. Michael J. Fischer, president and CEO is a lifelong resident of the Lehigh Valley who has been in the financial services field for over 32 years.

The Allentown company, which makes point-of-sale ordering and payment processing solutions, primarily for restaurants, had its initial public offering on the New York Stock Exchange in June.

When Julia Brinjac, policy director for the Pennsylvania Department of Banking and Securities, first planned for what her career would be, she thought she would need to familiarize herself with one subject matter and find her niche.

People First Federal Credit Union has selected a new chief executive in Howard Meller, who is set to take over following the retirement later this year of outgoing CEO Jeffrey Albert.

A bipartisan bill in the General Assembly would require Pennsylvania insurance companies to cover COVID-19-related business interruptions and property damage for policyholders.

A former vice president of a Harrisburg-based credit union was sentenced to one day in prison and two years of probation after pleading guilty to committing bank fraud earlier this year.

Northwest Bank agreed to pay the commonwealth $15,000 along with other concessions to settle accusations by state Attorney General Josh Shapiro that it made deceptive threats of legal action against consumers who fell behind in vehicle loan payments.

Wyomissing-based Good Life Companies is expanding. It recruited two independent financial adviser businesses to its platform with approximately $150 million in total client assets. 

Members 1st Federal Credit Union unveiled technology that officials say will give customers more ways to do business as it gears up to expand in Berks and Lehigh counties and open a new headquarters office in Cumberland County.