237 Johns Street
Carpenter Financial Services was founded in 1953 by Samuel C. Carpenter in Johnstown, Pennsylvania when he established the business as a Tax and Accounting firm.
Since that time, the company has evolved into a comprehensive financial services firm serving not only Cambria County but the region and clients across the country. It is managed by brothers, Samuel G. Carpenter and Joseph A. Carpenter, who use their experience and expertise as financial advisors to guide clients with wealth management, retirement planning, and long term investment strategies*.
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. Build or 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.
*Both qualified retirement plans and IRAs typically involve fees, expenses, and services that should be compared when considering a qualified plan rollover.