Pathway Financial Group

Pathway Financial Group is a comprehensive financial planning company primarily based near Lancaster, PA that serves Central PA counties like Dauphin, York, and Chester counties. Our financial consultants and insurance agents believe that getting to know you on a personal level will help us determine what will best suit your needs. We provide custom financial advice for your situation. Whether you are an individual, family, pre-retiree, planning for college, recent college graduate, small business owner, or anything in between, the Pathway team has the tools and knowledge to help you reach your financial goals!

Our dedicated, caring, and cooperative team of financial consultants in Ephrata are ready to assist you. Brian Asper, Matthew Marte, Melody Weaver, Benjamin Hagy, Zachary Horst, Cindy Horst, and Deborah Stetter are just a few of the many skilled professionals who make up our team. We are committed to building personal relationships with our clients and understanding their unique financial situations and goals.

Pathway Financial Group recently relocated to a new office location at 860 N Reading Road, Ephrata, PA 17522, starting July 1st, 2020. The new office is only a few minutes from their former location at the Olde English Village along Church Street in Denver, PA. The new location will have prime visibility along Route 272 as commuters travel north of the Ephrata area.

Our Services

We offer a wide range of services to help you navigate your financial path. These include:

• Investments: We can help you create an investment strategy that is tailored to your needs and goals. Whether you're looking to grow your wealth over time, generate income, or preserve your capital, we have the tools and knowledge to help you make informed decisions.

• Retirement Planning: Our team can help you plan for retirement by evaluating your current financial situation, discussing your retirement goals, and creating a personalized plan to help you achieve those goals. We understand that retirement planning can be complex and overwhelming, and we're here to guide you through the process.

• Budget Counseling: We can help you create a budget that works for you, not against you. By understanding your income, expenses, and financial goals, we can help you develop a budget that aligns with your lifestyle and helps you achieve your financial objectives.

• Insurance: Our team offers a variety of insurance products to help protect you and your loved ones from unexpected events. Whether you're looking for life insurance, group health insurance, or annuities, we can help you find the right coverage for your needs and budget.

• Estate Planning: We can help you ensure that your assets are transferred according to your wishes while managing tax issues. By working with our team, you can have peace of mind knowing that your estate is in order and that your loved ones will be taken care of.

• Wealth Management: Our team can help you manage your wealth by creating a comprehensive financial plan that addresses your investment, retirement, insurance, and estate planning needs. We understand that managing wealth can be complex and time-consuming, and we're here to help you navigate the process.

Our Approach

At Pathway Financial Group, we believe in taking a personalized approach to financial planning. We understand that every individual and family has unique financial situations and goals, and we're committed to getting to know you on a personal level. By understanding your financial situation, discussing your goals, and creating a personalized plan, we can help you navigate your financial path and achieve your objectives.

We also believe in the importance of ongoing monitoring and adjustments. As your financial situation and goals change over time, we're here to help you make adjustments to your plan. Whether you're facing a major life change, such as retirement or the birth of a child, or simply need to make tweaks to your investment strategy, we're here to provide guidance and support.

Meet Our Team

Our dedicated, caring, and cooperative team of financial consultants in Ephrata are ready to assist you. Brian Asper, Matthew Marte, Melody Weaver, Benjamin Hagy, Zachary Horst, Cindy Horst, and Deborah Stetter are just a few of the many skilled professionals who make up our team. We are committed to building personal relationships with our clients and understanding their unique financial situations and goals.

News

We are excited to announce that Pathway Financial Group recently relocated to a new office location at 860 N Reading Road, Ephrata, PA 17522, starting July 1st, 2020. The new office is only a few minutes from their former location at the Olde English Village along Church Street in Denver, PA. The new location will have prime visibility along Route 272 as commuters travel north of the Ephrata area.