At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom. We'll help you make better financial decisions.
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Sentiment Analysis
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.
It was really valuable to just have concrete advice vs the financial training you learn about online which provide more vague best practices.
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 that was very clear and easy to take action on.
Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser.
With her help I have been able to pay more back on my student loans, finally put money into my 401k, and have a healthy savings.
I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal.
Since at times my husband and I had slightly different perspectives and priorities, Jen offered scenarios that addressed both of our issues so that we could continue the conversation, considering both options.
My income, needs, and goals are certainly different now (age 40, married, baby #1 on the way) than they were when we first began working together (early 30s, single, paying off student loans and other debt).
I am a small business owner but Jen treats me just like someone with a large portfolio.
Even though I don't have lots of money to invest, Jen still takes my concerns about retirement seriously and is willing to offer expert advice.
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