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.

Many of our clients are from Johnstown, Pennsylvania, in Cambria County, and the Laurel Highlands region. Our advisors are also licensed in several states across the country. 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 serve individuals and businesses in a range of industries including healthcare, energy, manufacturing, education, and defense.

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