Pathway Financial Services, LLC helps you make better financial decisions through fee-only financial planning and investment management services.
Our Ideal Customer
Our ideal customers are people seeking information and knowledge about financial planning or investments. We work only with people who are engaged and interested in making better decisions. We do not require a minimum amount of income or assets in order to work with us.
Products & Services
Designed for those who want an analysis of their entire financial situation, discussion of goals, issues and concerns, followed by recommendations and strategies for reaching those goals. *Gathering data and analyzing your financial situation to develop a clear picture of your specific needs,...
Designed for people who want ongoing management of their investment portfolio as well as personalized financial planning services. *Regular review of investment performance, allocation, and risk. *Access to low-cost, institutional investments. Institutional investments have lower expenses...
Excellent thinking, excellent service, personalized attention, great results against goals.
I have worked with Jen and referred many of my clients to her. She is very understanding and always uses the best approach for her clients interests. Very knowledgeable and keeps up with latest in her industry. I will continue to work with her.