Wealth Management

It's never too late to take the first step

Have you ever felt lost just thinking about how best to invest your hard-earned money? Where do I start? How do I find out where to invest? Who can I turn to for the right advice? If these are just a few of the questions that run through your mind each time you read the financial section of your morning newspaper, then let us be the first to assure you that it is never too late to take the first step towards building your very own nest-egg. And that’s where our LPL Financial Advisors come into the picture.

It All Begins With You

Pick Up The Phone And Call Us
Pick Up The Phone And Call Us
Chat With Our Friendly Staff
Chat With Our Friendly Staff
Enjoy Coffee In Our Office
Enjoy Coffee In Our Office
Ask Questions And Concerns
Ask Questions And Concerns

Emotions can be the root cause of market volatility.


In our experience, we’ve learned that making a successful investment is not merely about possessing sharp business acumen or conducting careful market analysis. It’s also important to bear in mind that emotions rather than strategy may often be the root cause of market volatility, which is why we believe in giving you advice that is both practical and unbiased.


Ask Us Questions

We welcome any questions or queries you may have with regard to any of the following topics:

  • Current Tax Strategies
  • Social Security
  • Estate Planning (Will, Trust)
  • Retirement Plans (401k, IRA, Roth, 403b, etc.)
  • Other Investment and Savings Plans (College Plans, Brokerage, Mutual Fund, and Annuities, etc.)
  • Portfolio Allocation
  • Real Estate (Rentals & Primary Residence)
  • Insurance (Life, Disability, Long Term Care)
  • Employee Benefits
  • Pension Plans
  • Cash Flow (Checking, Savings, Investments, Loans, etc.)
  • and any other financial topics on your mind

Let us assure you that any data you share with us during the meeting as well as any financial aspects that are discussed will remain 100% confidential. Get in touch with us today and we will work towards simplifying your financial life for tomorrow.


Begin planning your financial future with us



105 College Park Plaza
Johnstown, PA 15904

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