Donald W. Cowie, CPA, MBA  

Questions regarding Wealth Coordination? 

Is your savings plan adequate?

Featured Calculator:   Saving Accumulator

Should you consider an IRA Conversion?

Special Calculator:      Roth IRA Conversion

Must See NEW Video:

Why Should Clients Choose AXA Equitable?  

Considering Retirement? Have you looked at AXA's

Structured Capital Strategies and Retirement Cornerstone

BUSINESS OWNERS ARE YOU and YOUR FAMILY ADEQUATELY COVERED?

Business Owners Click here  Business Owners Resources

TAX Library  (Tax forms and more....)  

Welcome - Thank you for visiting my web site.

 I provide my clients with a local and personal financial services relationship that is supported by AXA Advisors, LLC, a nationwide financial services organization.

 
I have been providing financial services and products to clients for over 34 years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and AXA Advisors, LLC.

Financial services offered include retirement funding, business continuity, estate planning, and educational funding. Financial products offered include mutual funds, unit investment trusts, brokerage accounts, fixed and variable annuities, stocks, bonds, money market funds, CD's, term, universal, variable universal and whole life insurance, health, disability, and long term care insurance, Roth, Traditional and Rollover IRA's, Coverdell Education Savings Accounts, 529 College Savings Plans 401(k)'s and 403(b)'s.

I am a native of Johnstown and have lived in Western Pennsylvania all of my life. I hold the designation of CPA, earned my BA in Economics from the University of Pittsburgh at Johnstown and my MBA from the University of Pittsburgh. I am a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, the National Association of Insurance and Financial Advisors, the Greater Johnstown / Cambria County Chamber of Commerce and the East Hills Business Association.

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

Please view the various calculators, newsletters, articles, e-seminars and the glossary available on my web site. Afterwards, give me a call. Try the our Featured Calculator below by simply clicking on the link.