At Pathway Financial Solutions, we have been serving client's investment and retirement planning needs for over 25 years. We have 5 advisors as well as a great support staff to ensure that you will receive outstanding service. We use some of the industry's best financial planning tools and have access to a wide variety of fund managers.

We offer independent financial management and advice in the following key areas:

• Retirement Savings

• Investment Planning

• Risk Management

• College Funding

• Distribution Planning

 

We are a full-service company specializing in retirement and investment planning. As personal financial professionals, we can:

• Help you clarify and define your goals

• Recommend solutions that fit your needs

• Deliver timely information

• Explain how changing financial conditions affect you

• Monitor your financial progress

• Make investment planning easier

 

Once your goals have been established, we will discuss appropriate investment products and strategies to suit your vision and objectives.  We can also help you establish a sound financial and retirement plan utilizing the following products:

• IRA's, Roth IRA's, Non-Qualified Accounts

• Retirement Plan Platforms [for 403(b), 401(k), 457 and other types of Plans]

• Mutual Funds

• Variable and Fixed Annuities

• Brokerage accounts

• Stocks, Corporate Bonds, Municipal Bonds, Government Securities

• Unit Investment Trusts

• 529 Plan Investments

• Fee-Based Investment Management and Planning