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
    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