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Joseph A. Carpenter

(814) 534-4445

It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot
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Our Mission

Our mission at Carpenter Financial Services is making sure our clients are prepared for an enjoyable, comfortable retirement. We equip our clients with the right financial tools to help balance the risks with the rewards. Offering smart strategies with real solutions we listen to our clients to help them pursue their retirement goals. 

 

Our Firm History

For over 25 years Joseph A. Carpenter has advised clients in the Greater Johnstown area. 

Carpenter Financial Services began with Joe’s father Samuel C. Carpenter, over 60 years ago, when he established the business as an accounting firm.

When Joe and his brothers began working at the family business they quickly realized that there was a lack of information for clients who were looking for an entire wealth management experience. This gap caused our clients to have to seek advice from multiple professionals and was a confusing process for all involved. 

To better serve our clients Joe and his brothers expanded into the practice we have today of a wealth management company that offers customized comprehensive financial planning services.

Investment and financial planning services are offered by Joseph Carpenter through his affiliation with HD Vest.

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