Pathway Financial Group

Financial advisors, investment brokers, wealth managers, retirement planners, and insurance agents near Lancaster, PA. Serving businesses and individuals in Lancaster, Berks & Lebanon counties. Are you planning to retire? Maybe you're trying to figure out the best way to save for college. Or, maybe you're a small business owner looking for a trusted partner to help you create a comprehensive benefits package that will encourage your best employees to stay. From investments and retirement accounts to insurance, we create financial strategies that are tailored to your needs and goals. Years of experience have prepared us to guide you through all of life's transitions. Brian Asper is Pathway's senior financial advisor and leads a team of expert financial consultants to help you achieve your financial goals. Services Include: • Comprehensive financial planning • Retirement planning & income strategies • Investment planning & brokering • Wealth management & preservation planning • Tax-advantaged investment strategies • Tax management strategies • Saving for college • Estate planning, conservation, and management • Charitable giving • Legacy planning • Financial coaching • Retirement account management (ex. Rolling over retirement accounts) • …and more. Pathway Financial Group can set up and manage: • Mutual funds • Traditional/Simple/SEP/Roth IRAs • 401(k)s • College savings accounts (ex. 529 plans) • Fixed/fixed-indexed/variable annuities • Small business benefits packages/plans • Individual/group life insurance • Individual/group health insurance • Group/individual short-term & long-term disability insurance • Charitable giving accounts • Stocks • Bonds • TOD accounts • …and more. Looking for a financial advisor in Lancaster, Lebanon, or Reading, PA with values like yours? Ours are trust, honesty, and integrity. Unlike many investment planners, we actually live by them.

Website

http://pathwayfinancial.biz/

External link for Pathway Financial Group

Industry

Financial Services

Company size

2-10 employees

Headquarters

Ephrata, Pennsylvania

Type

Privately Held

Founded

2001

Specialties

Investments, Financial Planning, Mutual Funds, Life Insurance, Health Insurance, Saving For Home Purchase, Retirement Planning, Annuities , Stocks & Bonds, Roth IRA's, Company Retirement Plans, wealth management, Simple IRAs, 401(k)s, SEP IRAs, 529 Plans, College Savings Accounts, Stocks, Bonds, Group Health Insurance, Group Life Insurance, and Charitable Giving Accounts