Johnstown, PA Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

3

Of 2,484 advisors across 960 offices

Location

1407 Eisenhower Blvd, Suite 301

Johnstown PA 15904

Advisors at this office

3

Advisors at this office

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Anthony D

Series 66

Johnstown, PA

Eagle Strategies (NY Life)

Anthony Di Paola is a Series 66-registered financial advisor with Eagle Strategies (NY Life) in Johnstown, PA, and has one year of industry experience. He is also associated with Anderson Financial Solutions, LLC, operating under that name to offer New York Life products and services. Outside of finance, he has worked at Rizzos Restaurant of Windber for six years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joseph G

CFP®, Series 63

Johnstown, PA

Eagle Strategies (NY Life)

Joseph Goodwin is a CFP® professional with 39 years of industry experience, currently associated with Eagle Strategies (NY Life) since 2008. He has been affiliated with New York Life and Nylife Securities Inc. since 1986. Outside of advisory work, he occasionally brokers life and short-term disability insurance products with companies other than New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a broad network of representatives. The firm offers tailored advice across multiple program types and manages a substantial non-discretionary asset base.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joseph A

Series 63, Series 65

Johnstown, PA

Eagle Strategies (NY Life)

Joseph Anderson is a financial advisor with Eagle Strategies (NY Life) in Johnstown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Eagle Strategies since 2025 and has been operating Anderson Financial Solutions since 2018. Anderson also holds roles with NYLIFE Securities LLC and New York Life Insurance Company, where he has been affiliated for 10 years. He is involved in brokering insurance products through his own firm. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice and multiple program types, with a focus on non-discretionary asset management and advisory services connected to insurance and annuity products within an integrated New York Life structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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