Donald Cowie

I provide my clients with a local and personal financial services relationship that is supported by Equitable Advisors, 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 Equitable Advisors.

Financial services offered include:

• Retirement funding 
• Business continuity 
• Estate planning 
• Educational funding

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) 

I am a native of Johnstown and have lived in Western Pennsylvania all of my life.

Education

• CPA
• Bachelors in Economics from the University of Pittsburgh at Johnstown
• MBA from the University of Pittsburgh
• Retirement Planning Specialist by Equitable Advisors from The Wharton School of Executive Education 

Organizations

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. 

Please view the various calculators, newsletters, articles, e-seminars and the glossary available on my web site. Afterwards, give me a call.