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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Your Financial Partner

For many, understanding every aspect of personal finance can be daunting.

From investments to retirement to taxes, the decisions can be overwhelming.

That’s where we come in.

Who We Are

We are a small family-owned company that first opened its doors for business in Johnstown in 1972, just down the street from our current office.

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What We Do

Over the years, we have grown from an accounting-based bookkeeping business into a full-service financial planning firm.

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Why We Do It

We understand the challenges of making financial decisions, from creating a budget to planning for retirement to deciphering the newest tax laws. We want to help you through that process.

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Whether you need us to prepare your income taxes for you or you need a recommendation for filing your own taxes, we're here to help!

Call us today to schedule a time to bring your tax information to us, or click the link below for a trusted site for online filing.