Pathway Financial Service

Pathway Financial Services, Inc. has been a trusted partner in guiding clients through their financial journey since 1972. Our reputation is built on compassion, integrity, and a commitment to fostering trust and confidence through exceptional service.

Our Mission

Our mission is to help our clients realize their financial goals with compassion and integrity as they travel their Pathway of Life. We believe in building long-lasting relationships with our clients, and we are dedicated to placing their best interests first and foremost. Our goal is to deliver consistently superior advice, now and in the future, while conducting our business with integrity, diligence, and creativity.

Our Vision

We aim to provide an environment that reflects a long-term commitment to our client relationships. Our vision is to be at the forefront of the financial services industry, providing clear and concise financial plans that outline our clients' goals and priorities. Our objective is to achieve a reasonable rate of return for our clients using a diversified investment portfolio that is tax-efficient and managed to minimize excessive risk.

Services Offered

As a full-service financial planning firm, Pathway Financial Services, Inc. specializes in individual financial planning and employee benefits for small to mid-size businesses. Our primary commitment is to our clients' long-term financial security, and we offer a wide range of services to help our clients achieve their financial goals.

• Personal Financial Planning - We work closely with our clients to understand their financial needs and develop a personalized investment strategy that aligns with their goals. Our approach is flexible, and we consider a wide range of investments before creating a plan that is best suited to our clients' individual financial objectives.
• Seven Results of Financial Planning - Our comprehensive financial planning process includes a thorough analysis of our clients' current financial situation, identification of financial goals, development of an investment strategy, implementation of the plan, regular reviews, and adjustments as needed.
• Asset Management - We offer professional asset management services to help our clients build and manage their investment portfolios. Our objective is to achieve a reasonable rate of return while minimizing risk and maximizing tax efficiency.
• Business Employee Benefits - We specialize in designing and implementing employee benefit programs that help businesses attract and retain top talent. Our services include group health insurance, retirement plans, and other employee benefits.
• Retirement Plans for Small Businesses - We offer a range of retirement plan options for small businesses, including 401(k) plans, SEP-IRAs, and SIMPLE IRAs. Our objective is to help small business owners provide their employees with competitive retirement benefits while minimizing costs and administrative burdens.

Our Commitment to Flexibility

As an independent firm, Pathway Financial Services, Inc. is committed to flexibility. We are not tied to any specific investment products or services, and we are able to consider a wide range of options before creating a plan that is best suited to our clients' individual financial objectives. We believe that our clients' objectives may include financing a comfortable retirement, their child's education, a daughter's wedding, or other goals that will bring them satisfaction and peace of mind.

Contact Us

Thank you for considering Pathway Financial Services, Inc. as your partner in financial planning. We are committed to providing personal, caring, and knowledgeable advice to help you clarify your goals and realize your dreams. If you have any questions or would like to learn more about how we can help you achieve your financial goals, please contact us today.