Carpenter Capital Advisors

Our mission is to help you prepare for the retirement you deserve while earning your ongoing trust. By analyzing your working income to your estimated income in retirement, we can provide you with realistic expectations of your retired life. Together, with the right financial tools and our proactive approach, we can recommend strategies to help pursue your retirement goals. Our experienced professionals have helped many people just like you to create a customized retirement plan. We combine our experience and expertise to provide outstanding service; it's in our name! Need to Build or Remodel your finances, It's Time to Call a Carpenter!

Mission StatementKooman & Associates Inc. in Altoona, PA, our role is to connect your wealth with your life. Our team integrates the processes of financial planning and wealth management around your personal goals and life plan. We believe decisions about your life come before decisions about your money. Our approach to managing your wealth is tailored specifically to you, your values, and your individual situation. We work with you to create your financial road map, because we recognize that beyond managing investments, you measure success by using your financial resources to live the life you want. We make it Simple. We simplify complex financial issues by establishing a clear path and plan that encompasses your life, not just pieces of it.

Upstreet Financial Advisors is a certified Women's Business Enterprise (WBE) based in Indiana, PA, specializing in a diverse range of projects including affordable senior and family housing, special needs housing, and market-rate residential homes. Their portfolio also includes adaptive reuse, historic preservation, mixed-use developments, and civic, healthcare, and commercial projects. The firm has garnered recognition for its excellence in design, being a finalist in the 2021 Design Award presented by the American Institute of Architects Pennsylvania Chapter. Additionally, they have been awarded in the 10,000 Friends of PA Commonwealth Award and have also been recognized in the Seniors Category of Affordable Housing Finance's Reader's Choice Award in 2019. Generated from the website