Wealth Management in Johnstown, PA

We did the hard work of finding trustworthy partners in Johnstown, PA. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Johnstown, PA Wealth Management Firms

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 140 Pasquerilla Plaza, Johnstown, PA 15901, USA
Phone (814) 534-4336
Lincoln Financial Group
2 out of 5
Location 729 Ferndale Ave, Johnstown, PA 15905, USA
Phone (814) 288-4479
Highland Financial Ltd
5 out of 5
Location 915 Menoher Blvd # A, Johnstown, PA 15905, USA
Phone (814) 536-3000
Edward Jones
SEC File# 801-3297
CRD# 250
Location 507 Tire Hill Rd Suite 101, Johnstown, PA 15905, USA
Phone (814) 288-4689
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Fred Thomas - Raymond James
5 out of 5
Location 1404 Dwight Dr, Johnstown, PA 15904, USA
Phone (814) 266-4678
AmeriServ Financial Bank
4 out of 5
Location 1059 Franklin St, Johnstown, PA 15905, USA
Phone (800) 837-2265
Timothy Henry - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 160 Jari Dr Ste 115, Johnstown, PA 15904, USA
Phone (814) 254-4188
Merrill Lynch Wealth Management
Location 2 Greentree, Markleton, PA 15551, USA
Phone (215) 569-2593
Wealth Management in Johnstown, PA

Where Wealth Management Advisors in Johnstown, PA Serve

Johnstown, PA is a city nestled in the Allegheny Mountains, boasting a rich history and diverse community. From the iconic Inclined Plane that transports visitors to the top of the city to the historic Johnstown Flood Museum, there are plenty of landmarks to explore. The city is home to major employers such as Conemaugh Health System and the Pennsylvania Highlands Community College. Major highways such as Route 219 and the Pennsylvania Turnpike provide easy access to the city, while neighborhoods like Westmont and Cambria City offer unique charm and character. With a vibrant arts scene and a strong sense of community, Johnstown is a city worth discovering.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Johnstown, PA can benefit from a bank in many ways. One specific way is through the provision of loans to help rebuild and revitalize the city. Johnstown has a rich history as an industrial town, but has suffered from economic decline in recent years. A bank can help by offering loans to small businesses and entrepreneurs looking to start new ventures in the area. This can create new jobs and stimulate the local economy. Additionally, a bank can provide financial education and resources to residents, helping them to manage their money and plan for their future. With the right support from a bank, the people of Johnstown can work towards a brighter future for themselves and their community.

Insurance Broker

Residents of Johnstown, PA can greatly benefit from the services of an insurance broker. Specifically, due to the city's location in a flood-prone area, an insurance broker can help residents obtain flood insurance coverage to protect their homes and property from potential damage. Additionally, an insurance broker can assist residents in navigating the complexities of health insurance options, ensuring they have access to the best coverage for their individual needs. The broker can also provide guidance on various types of insurance, such as life and disability insurance, to help residents plan for the unexpected. With the help of an insurance broker, residents of Johnstown can have peace of mind knowing they are adequately protected in the face of potential risks and uncertainties.

Retirement Planning

Residents of Johnstown, PA would greatly benefit from the expertise of a retirement planner. With the city's population aging rapidly, many individuals are looking for guidance on how to manage their finances in preparation for retirement. A retirement planner can assist with a variety of tasks such as creating a personalized savings plan, analyzing investment options, and developing strategies for paying off debt. In addition, Johnstown's economy has been struggling in recent years, making it even more crucial for residents to seek professional advice on how to secure their financial future. By working with a retirement planner, individuals can feel more confident in their ability to retire comfortably and enjoy their golden years.

Financial Advisor

Residents of Johnstown, PA would greatly benefit from the guidance of a financial advisor. With a median household income of $25,000 and a poverty rate of 30%, many individuals in Johnstown struggle to make ends meet. A financial advisor could help by creating a budget and providing advice on how to save money. Additionally, Johnstown has a large population of retirees, many of whom may need assistance with estate planning and retirement income strategies. A financial advisor could also help small business owners in Johnstown with financial planning and investment advice to help their businesses grow. With the economic challenges facing Johnstown, the expertise of a financial advisor could make a significant difference in the financial well-being of its residents.

Mortgage Loan Officer

Residents of Johnstown, PA can greatly benefit from the assistance of a mortgage loan officer. With a population of just over 20,000, Johnstown is a small but tight-knit community that has experienced its fair share of economic challenges over the years. Many residents may struggle to secure financing for a home purchase or refinance due to their credit history or income level. A mortgage loan officer can help these residents navigate the complex world of home financing, offering advice on credit improvement, loan options, and interest rates. They can also provide personalized service, taking the time to understand each resident's unique financial situation and goals. With the help of a mortgage loan officer, residents of Johnstown can achieve their dreams of homeownership and build a brighter future for themselves and their families.

Tax Services

Residents of Johnstown, PA can benefit from the expertise of a tax advisor in various ways. Due to the city's high poverty rate, many residents may be eligible for tax credits and deductions that they are unaware of. A tax advisor can assist in identifying these opportunities and help residents maximize their tax refunds. Additionally, Johnstown has a significant number of retirees, and a tax advisor can provide guidance on tax-efficient retirement planning strategies. Furthermore, Johnstown is home to several small businesses, and a tax advisor can help these businesses navigate the complex tax laws and regulations, ensuring compliance and minimizing tax liabilities. Overall, a tax advisor can provide invaluable assistance to the residents of Johnstown, PA, helping them save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Johnstown, PA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist residents in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Johnstown, PA, where the population is aging, and many residents have accumulated significant wealth over their lifetimes. Secondly, an estate planning lawyer can help residents minimize estate taxes and avoid probate, which can be a lengthy and costly process. Additionally, an estate planning lawyer can help residents create trusts to protect their assets and ensure they are used for the intended purpose. Finally, an estate planning lawyer can assist residents with healthcare planning, including creating powers of attorney and living wills, to ensure their medical wishes are respected in the event of incapacity. Overall, an estate planning lawyer can provide invaluable assistance to residents of Johnstown, PA, in protecting their assets and ensuring their wishes are carried out.

Johnstown, PA Financial Resources

Johnstown, PA Chamber of Commerce


Johnstown, PA City Hall


Johnstown, PA Public Library



Comprehensive Wealth Management FAQs