Who Have We Helped?
Since 1953, Carpenter Financial Services has served the community and helped our clients work toward their financial goals. Now, with the third generation joining the business, we look forward to continuing the success in helping you prepare for the retirement you deserve!
In addition to retirement planning, we have helped our clients with investment, tax, college, and estate planning - as well as IRAs, Roth IRAs, 401(k) / 403(b) / 457(b) rollovers, annuities, mutual funds, stock options, life insurance, health insurance, and long term care insurance. We also provide complimentary Social Security analysis for those clients approaching retirement to help them maximize their social security income.
While our advisors are licensed with clients in several states, many of our clients are from Johnstown, PA and the surrounding areas. We base our success off of the success of our clients pursuing their financial goals and we are proud to have helped them along the way. We have had experience with the following company retirement plans:
Conemaugh Memorial Hospital
Duke Lifepoint Hospital
Johnstown Wire Technology
H.F. Lenz Company
Freight Car America
The University of Pittsburgh
Richland School District
Greater Johnstown School District
Forest Hills School District
Westmont Hilltop School District
Ferndale Area School District
Windber Area School District
Central Cambria School District
Portage Area School District
Investment and financial planning services are offered by Samuel G. Carpenter, Joseph A. Carpenter, Dean A. Carpenter, and Lindsay M. Carpenter through his/her affiliation with HD Vest.