What People love about this company
We provide financial planning and investment management services. We operate on a fee-only basis meaning that only clients pay our fees. We do not receive any commissions or kick backs for products we use and recommend to our clients. The fiduciary standard governs all of our interactions with clients. Hourly consultations also available.
We provide financial planning and investment management services. We operate on a fee-only basis meaning that only clients pay our fees. We do not receive any commissions or kick backs for products we use and recommend to our clients. The fiduciary standard governs all of our interactions with clients. Hourly consultations also available.
(3) Reviews for this company
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Rebecca Wink
Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!
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Mona Thompson
Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way … More
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Jean Pappalardo
Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. … More
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
R
Rebecca Wink
Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!
J
Jean Pappalardo
Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. … More
M
Mona Thompson
Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way … More
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