2 Best Gold IRA Investment Companies Near Me in Johnstown, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Carpenter Financial Services
ADDRESS: 237 Johns St, Johnstown, PA 15901, United States
NUMBER: +1 814-534-4445
SEERVICES: Comprehensive Financial Planning, Customized Retirement Plan, Estate And Legacy Planning, Fixed Annuities, Individual Retirement Account, Wealth Management, Investment Advisory Services, Investment Products And Services, Pension Plans, Personalized Investment Strategies, Retirement Income Plans, Retirement Plan Rollovers, Social Security Planning
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Three years ago, my family was facing uncertain times and had to make decisions on our 401 K and other assets. Sam, Dean and their team met with us, did a thorough review to help us all understand our options and the different aspects we should consider. We then mapped out a plan. The result – we could not be more pleased with their follow-up, their suggestions, and mostly, the results. We highly recommend Carpenter Financial! – Gregory BERKEBILE
REVIEW #2 – Awesome service! Great company! Very nice people! – Cindy Wissingwr
REVIEW #3 – A wonderful staff who provides excellent financial advice, I highly recommend! – megan law
REVIEW #4 – Very nice people, I highly recommend! – Lauren Boutin
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Centennial Financial Group LLC
ADDRESS: 227 Franklin St #302, Johnstown, PA 15901, United States
NUMBER: +1 814-536-4200
SERVICES: Estate planning, Financial coaching, Financial planning, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Retirement Planning, Retirement Planning for Business Owners, Alternative Investments, Investment Advisory Services, Investment Investing, Investment Planning, Investment Portfolio, Investment Strategy, Retirement Advisor
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Everyone at Centennial goes above and beyond to help in any situation by simplifying things and handling all of the heavy lifting. They put a tremendous amount of care into understanding what’s important about money for us in our life in the context of a financial plan. They make the big decisions so much easier to navigate with confidence. – Gunnar Laasanen
REVIEW #2 – About 7 years ago, my wife and I placed significant investment funds with Ethan Stewart from Centennial Financial after receiving a referral from a wise friend. Since entrusting Ethan with our hard-earned funds, Ethan and his team have been a pleasure to interact with and most importantly, Ethan consistently makes us impressive returns on our investment capital. Using Ethan Stewart and Centennial Financial for our financial needs have been one of the most enjoyable and profitable financial decisions in our life. Thank you Ethan!!! – Sean Hockensmith
REVIEW #3 – I have been with Centennial for years now, and they have been incredible stewards of my finances. The returns on my investments have exceeded all of my expectations. Their approach to financial management is both personal and professional. There is no one I would trust more with my money. – Kevin Bean
REVIEW #4 – Not knowing up from down when it came to finances and retirement, I was referred to Ethan several years ago by a family friend. Since that time, I now feel financially literate courtesy of many conversations with Ethan. In every interaction, I’ve found Ethan to be personable, patient, thorough and – perhaps most important – completely transparent. – Josh Illig
REVIEW #5 – Ethan is an absolute pleasure to work with. He explains market trends thoroughly and he provides guidance comprehensively and transparently. He makes investing a completely fruitful and enjoyable experience. I cannot recommend Ethan highly enough; he’s simply the best. – Isaac Schlossberg
REVIEW #6 – My wife and I have been working with Ethan and Centennial Financial for quite a few years now and it has been a blessing. They have given us the peace of mind that they are handling our retirement plans, monitoring it and updating us along the way. Our biggest concerns was worrying about money and not doing it right. CFG has elevated us of that worry and it’s been great to know that we can always check in with him, update him and move our finances around as we need. Easy to communicate with, work with and it’s just been an overall great experience. I highly recommend. – Jake McBride
REVIEW #7 – Acknowledging that your financial literacy isn’t exactly where you’d like it to be as a working adult can be a daunting and humbling experience. However, working with Centennial Financial for the last 6+ years has made me feel at ease , confident, and far less intimidated when handling my existing financial portfolio. Ethan and his team do a superb job educating, advising, and empowering me to make decisions that best align with my short & long-term financial goals. Highly recommend! – Katie Kinka
REVIEW #8 – My husband and I felt we had a good handle on our financial goals and retirement, however when we met with Ethan, he helped solidify our plans and provide steps to get us to where we would like to be. The financial plan educated us on the best way to reach our goals not only in retirement but throughout the years. We feel a financial plan is beneficial to anyone at any stage of their journey. – Christine T
REVIEW #9 – We have been using CFG for many years now and Ethan has provided us with consistently high value financial advice through multiple life changes (home buying, relocations, career development, etc.). He goes the extra mile, being flexible and available to discuss our financial goals, anticipating our changing needs, and always having our best interests in mind. His strategic, proactive approach has given us every advantage to maximize our financial growth and plan for retirement. Being able to lean on his expertise has made managing our finances stress free. – Catherine Panick
REVIEW #10 – I highly recommend Centennial Financial Group for anyone who is serious about creating a plan for their financial future. This is a small local business that provides excellent service and gets to know their clients on a personal level. They consistently offer updates and informational seminars while always looking out for your best interest. My wife and I first engaged Don Hall more than 10 years ago to begin to plan our financial future. With his guidance and management (and later the guidance of Ethan Stewart) we achieved our #1 goal of early retirement. Their planning allowed us to successfully develop an annual budget that allowed us to do what we wanted in retirement while paying our bills. No matter how much money you’re starting with or how old you are, you need to plan your financial future with Ethan now. I hear many people say, “I’ll never be able to retire”. Without a plan, you don’t know that. Do it now and call Ethan today! – Tim Miller
REVIEW #11 – I recently sold my house and moved to a new state. Working with Centennial Financial to make sure my financial plan was updated and that I made good choices with the money I made on the sale of my house could not have gone more smoothly. Ethan Stewart is knowledgeable and attentive, and Don Hall brings years of experience to the table.
If you don’t have a financial plan, you should! I highly recommend Ethan Stewart for the job. – Bonnie Pasquarelli
REVIEW #12 – I highly recommend Ethan Stewart and Centennial Financial Group. As a small business owner, they have worked with me to create and maintain a financial and retirement plan. They explain the complexity of the market in ways that are easy to understand and keep their clients informed through newsletters and other communications. – Rachel Allen
REVIEW #13 – Ethan and the team at Centennial have done an outstanding job managing that which they’re appointed to manage. They’ve done well for me regardless of market fluctuations. Top-notch service, and they meet the client at the client’s level of financial sophistication. Highly recommend. – Brock Irons
REVIEW #14 – I’ve worked with Ethan and his team at Centennial for several years to develop and maintain a financial and retirement plan. They’re easy to work with – very communicative and great about answering questions. Scheduling a meeting is simple and their team explains things in a manner that’s easy to understand. They’re a great asset to the Johnstown area! – Keith Burkey
REVIEW #15 – Our family has had a wonderful experience with Centennial Financial Services over the past several years. Ethan has been incredibly helpful in guiding us as we’ve navigated and grown our financial portfolio. He takes the time to listen, explain our options, and truly understands our family’s goals, giving us confidence every step of the way.
We are grateful for Ethan’s care, professionalism, and genuine commitment to helping us plan for the future. The entire office staff is always welcoming, friendly, and a pleasure to work with.
We highly recommend Centennial Financial Services to anyone looking for knowledgeable financial guidance and exceptional customer service! – Katie Rescenete
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