Please take your time in looking over my website. I am a native of Johnstown and have lived in western Pennsylvania my whole life.  I provide my clients with a local and personal financial services relationship that is supported by Equitable Advisors, a nationwide financial services organization.  I am a CPA, earned my MBA from the University of Pittsburgh, and obtained a Bachelors in Economics from the University of Pittsburgh at Johnstown.  I was awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.  I have been providing financial services and products to clients for 42 plus years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and Equitable Advisors.  On my website you will find the services I offer, as well as various calculators, newsletters, articles, e-seminars and a glossary. I always welcome a conversation.  If there is some part of your financial picture that you are concerned with or simply would like to know more about, please feel free to call my office at (814) 266-8641 or set-up an appoitnment. 

How and When should I contact you?  Appointment Sign Up

"Be Well Advised"  
 Donald W. Cowie, CPA, MBA
Financial Planner
Retirement Planning Specialist

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Financial services offered include:

-Retirement Funding
-Educational Funding
-Business Continuity 
-Estate Planning 

Financial products offered include:

-Mutual Funds 
-Unit Investment Trusts 
-Brokerage Accounts 
-Annuities (Fixed and Variable)
-Stocks 
-Bonds 
-Money Market Funds 
-CDs 
-Life Insurance (Term, Universal, Variable Universal and Whole Life)
-Health/Disability/Long-term Care Insurance
-IRA (Roth, Traditional and Rollover)
-Coverdell Education Savings Accounts 
-529 College Savings Plans
-401(k) 
-403(b) 

Here are a few frequently visited places on my site!
Interested in Next Generation Financial Literacy Program from Life Happens? Click Here
Request a Family Coverage Periodic Review Click Here
You can Request a Quote Online Click Here
BUSINESS OWNERS ARE YOU and YOUR FAMILY ADEQUATELY COVERED?  Click here 

For my current clients, so I might better service you and your family: 
Is your information current if I need to contact you? Client Profile

Organizations I am involved in:
The American Institute of Certified Public Accountants
The Pennsylvania Institute of Certified Public Accountants
The National Association of Insurance and Financial Advisors
Cambria Regional Chamber of Commerce and the East Hills Business Association 
East Hills Kiwanis