Financial Planning

Financial advice to help achieve your goals

AmeriServ Financial Bank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisors Robert E. Vamos, James "Bo" Hotchkiss, Tanner S. Kobal, and Megan N. Chernisky at AmeriServ Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC, are available at our downtown Johnstown location to speak with you about your unique financial situation and goals.

Why work with a financial advisor?

You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you plan to achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

Solutions and advice aligned to you

Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life — to help you meet your financial goals. And your financial advisor can provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance and annuities, and much more.

• Financial planning
• Retirement planning
• Investments
• Funding education expenses
• Insurance and annuities
• Estate planning strategies
• Retirement income strategies
• Tax planning strategies