Helping you find your pathway to Financial Freedom so you can enjoy today without worrying about tomorrow. Pathway Financial Group helps individuals and small businesses by providing comprehensive, individualized financial planning services near Ephrata, PA. Wealth management, investment & retirement advisory services, and personal/group insurance are just the beginning.
We create investment and insurance strategies that are tailored to your needs and goals. Meet over the phone or in person at your location or our office - whatever's most convenient for you! Enjoy the peace of mind in knowing your Pathway Group Representative is implementing and monitoring the plan you created together.
We create investment and insurance strategies that are tailored to your needs and goals. Meet over the phone or in person at your location or our office - whatever's most convenient for you! Enjoy the peace of mind in knowing your Pathway Group Representative is implementing and monitoring the plan you created together.
Services
About Us
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Whatever your dreams may be; having a cabin in the mountains for you and your family to enjoy, making college for your kids more affordable, retiring in the Keys or simply getting out of debt - we want to help make those dreams a reality. We'd love to meet with you and learn about your goals. Schedule a time here.
Services
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Starting to save for retirement. You need to know how much money to invest monthly and where to invest it in order to retire by a certain age. Rolling over retirement accounts. You recently left employment and now need to roll over a company retirement account (for example, a 401(k)) into an individual retirement account (IRA).
Products
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We offer a wide array of financial products, but we're not going to recommend something for you unless it specifically fits within your plan to help achieve your goals. When we suggest a financial product for you, we'll educate you on what it is and explain to you why and how it will help you achieve your financial goals.
Investments
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Investment Management is important because what is in your portfolio needs to be communicated clearly and looked at often. Everyone's investment portfolio should be unique and diversified to match risk tolerance and specific desires. Pathway Financial Group's advisors will take the time to look at all your accounts and make sure your overall portfolio matches your needs.
Retirement Accounts
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When people hear the phrase "retirement planning" they often think of those closer to retirement age, or maybe those who have more than enough money to invest. Retirement planning is something EVERYONE can benefit from. In fact, the earlier you start the planning process and get a plan in place, the sooner your money can start working for your future.
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