Pathway Financial Planning - Connersville, Indiana
Address: 126 W 6th St, Connersville, IN 47331.
Phone: 656985121.
Website: pathwayplanners.com
Specialties: Financial planner, Financial consultant, Insurance agency.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Pathway Financial Planning
⏰ Open Hours of Pathway Financial Planning
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: Closed
- Saturday: Closed
- Sunday: Closed
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Pathway Financial Planning: A Comprehensive Overview
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For individuals and families seeking expert guidance in navigating the complexities of financial planning, Pathway Financial Planning stands as a dedicated resource. Located at 126 W 6th St, Connersville, IN 47331, and reachable at 656985121, this firm offers a range of services designed to help clients achieve their long-term financial goals. Pathway Financial Planning distinguishes itself through its core competencies as a financial planner, a seasoned financial consultant, and a reputable insurance agency. They are committed to providing personalized strategies tailored to each clientâs unique circumstances and aspirations.
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Services Offered
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Pathway Financial Planningâs service portfolio is comprehensive, encompassing several key areas of financial management. They specialize in:
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- Retirement Planning: Assisting clients in developing strategies for a comfortable and secure retirement, incorporating factors like savings, investments, and Social Security optimization.
- Investment Management: Providing guidance on investment selection and portfolio construction, aiming to maximize returns while managing risk appropriately.
- Insurance Planning: Evaluating insurance needs â life, health, disability, and property â to ensure adequate protection against unforeseen events.
- Estate Planning: Collaborating with legal professionals to create estate plans that minimize taxes and ensure assets are distributed according to clientsâ wishes.
- Financial Education: Offering educational resources and workshops to empower clients with the knowledge and tools to make informed financial decisions.
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The firmâs approach is rooted in a client-centric philosophy, prioritizing open communication and a deep understanding of each individualâs financial situation. They take a holistic view, considering all aspects of a clientâs life to create a cohesive and effective financial strategy.
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Accessibility and Amenities
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Pathway Financial Planning is dedicated to providing a welcoming and accessible environment for all clients. The office building features:
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- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
- Restroom
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Appointments are recommended to ensure dedicated time and attention for each client. This allows for a more thorough discussion of needs and the development of customized plans.
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Company Information
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Website: pathwayplanners.com
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As of the last update, Pathway Financial Planning has 0 reviews on Google My Business, indicating that client feedback is currently limited. The average opinion is 0/5, suggesting an opportunity for the firm to actively solicit and respond to client testimonials to build a stronger online reputation. However, the firmâs commitment to accessibility and personalized service speaks to its dedication to client satisfaction.
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Recommendations
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For individuals or families seeking a reliable and knowledgeable partner to help them achieve their financial goals, Pathway Financial Planning warrants consideration. The firmâs multi-faceted expertise â encompassing financial planning, consultation, and insurance â provides a comprehensive approach to wealth management. The firmâs commitment to accessibility further enhances its appeal. We recommend contacting them directly at 656985121 to schedule an initial consultation and discuss your specific needs. Exploring their website at pathwayplanners.com will also provide valuable insights into their services and approach.
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"summary": "Pathway Financial Planning is a financial planning firm located in Connersville, Indiana, offering comprehensive services including retirement, investment, and insurance planning. They prioritize client needs and accessibility.",
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