We help you prepare for the retirement you deserve!

Carpenter Financial Services was founded in 1953 by Samuel C. Carpenter. Since that time, the company has evolved from an accounting practice into a comprehensive financial services firm. It is now managed by brothers, Samuel G. Carpenter and Joseph A. Carpenter, who use their experience and expertise with wealth management and retirement planning to guide you towards your financial goals. Whether you need help with a 401(k) or 403(b) rollover, or want to contribute to your traditional IRA or Roth IRA, Carpenter Financial Services can help you prepare for the retirement you deserve.

Since Carpenter Financial Services specializes in holistic financial planning, we also offer life insurance, health insurance, and long-term care strategies to help make your financial plan self-completing.

Call us at (814) 534-4445 for your complimentary evaluation.

Remodel your Finances today. It's time to call a Carpenter!

*These services are offered by Samuel G. Carpenter, Joseph A. Carpenter, Dean A. Carpenter, and Lindsay Carpenter Bennear through their affiliation with Avantax.

Free Retirement Guide