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What We Do

Pathway Financial offers assistance with investment management, financial planning, insurance, estate planning and income tax strategies.

Pathway advises on stocks, bonds, mutual funds, ETFs as well as working with IRAs, Roth IRAs, SEP and Simple IRAs, 401(k) and 403(b) planning, college savings accounts such as 529 plans, annuities, life insurance, long term care insurance and disability insurance.

As an independent firm, Pathway has no affiliation or preference for a specific fund family or third party investment manager. We believe in the value of providing independent advice that puts our clients' best interest first and foremost.