27 East Coshocton Street
Have questions about your financial plan?
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It May Be Time For a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Ready to start working on your investment plan? Use our online tool to choose a goal, identify a strategy, and request a consultation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
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.
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.
Over the years, we have grown from an accounting-based bookkeeping business into a full-service financial planning firm.
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.