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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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