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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Pathfinder Financial Group

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United States
Newburyport, MA
Pathfinder Financial Group

Pathfinder Financial specializes in providing expert, unbiased advice to help clients "Chart Their C Why Pathfinder Financial?

Pathfinder Financial specializes in providing expert, unbiased advice to help clients "Chart Their Course" on the road to Financial Independence. Whether you are just starting to save for retirement, close to retirement, or already retired, we will work to create a personalized financial plan that works for you. The goal of financial planning is to allocate an individual's resources in the most ef

ficient manner to optimize their current needs while providing for future objectives. The mission of Pathfinder Financial is to assist you in your planning process by providing you the knowledge and experience to help you make proactive decisions regarding your finances in a comfortable, no pressure atmosphere. Find out more about our process, the client-advisor relationship, and how we assess your individual risk tolerance. We provide a one-hour complimentary consultation for all prospective clients. This provides you with an opportunity to determine if your needs and our practice are appropriate for you. Our Services Include:

Financial Planning
Investment Management
Debt Planning
Tax Planning Strategies
Insurance Planning
Budgeting
Charitable Giving
Estate Planning
Employee Benefits
Specialized Services