237 Johns Street
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 Penelec First Energy NRG Energy Pepsi Co. PSERS SERS Johnstown Wire Technology H.F. Lenz Company CTC Freight Car America Dale Oxygen JWF Industries Sheetz 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 Carpenter Bennear through his/her affiliation with Avantax