Retirement & Investing

At Pathway Financial Solutions, we have been serving client's investment and retirement planning needs for over 25 years. We have 6 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

 

Contact us for a free portfolio review.