Broker Check
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.