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We're Here For You

We're Here For You

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

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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

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

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

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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