Pathway Financial Group
22 Years in Business
Open Now, Today 9:00 AM - 4:00 PM
Open Now, Today 9:00 AM - 4:00 PM
Open Now, Today 9:00 AM - 4:00 PM
Open Now, Today 9:00 AM - 4:00 PM
Open Now, Today 9:00 AM - 4:00 PM
+1(717)-690-1335
Description
Pathway Financial Group is a comprehensive financial planning company primarily serving Lancaster County as well as neighboring Berks and Lebanon counties. Financial planners, investment advisors, retirement plan advisors, and insurance agents near Lititz & Ephrata, PA. Serving Lancaster, Berks & Lebanon counties. Investment brokerage firm and insurance agency for groups and individuals. Are you planning to retire? Maybe you're trying to figure out the best way to save for college. Or, maybe you're a small business owner looking for a trusted partner to help you create a comprehensive benefits package that will encourage your best employees to stay. From investments and retirement accounts to insurance, we create financial strategies that are tailored to your needs and goals. Years of experience have prepared us to guide you through all of life's transitions. Brian Asper is Pathway's senior financial advisor. Comprehensive financial planning and investment services for individuals and groups, including retirement planning services, retirement income solutions, rolling over retirement accounts, college planning services, wealth management services, wealth preservation planning, tax-advantaged investment strategies, tax management strategies, estate planning services, estate conservation planning, charitable giving strategies, legacy planning services, investment services, investment advising, financial coaching, estate management services, retirement planning strategies, and more. We can set up and manage investments, retirement accounts, and certain types of insurance plans, including mutual funds, traditional/simple/SEP/Roth IRAs, 401(k)s, college savings accounts (ex. 529 plans), individual/group life insurance, individual/group health insurance, fixed/fixed-indexed/variable annuities, small business benefits packages/plans, group long-term disability insurance, group short-term disability insurance, charitable giving accounts, stocks, bonds, TOD accounts, individual/group disability insurance, and more. Our financial consultants have the tools and knowledge to help you reach your financial goals!
Email Address
[officeteam@pathwayfinancial.biz]
Year Established
2001
Hours
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Monday9:00 AM - 4:00 PM
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Tuesday9:00 AM - 4:00 PM
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Wednesday9:00 AM - 4:00 PM
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Thursday9:00 AM - 4:00 PM
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Friday9:00 AM - 4:00 PM
Products
Investments, Retirement Accounts, Mutual Funds, Traditional IRAs, Roth IRAs, Simple IRAs, 401(k)s, SEP IRAs, 529 Plans, College Savings Accounts, Life Insurance, Annuities, Small Business Benefits Packages and Plans, Group Long-Term Disability Insurance, Group Short-Term Disability Insurance, Group Health Insurance, Group Life Insurance, Charitable Giving Accounts, Stocks, Bonds, Individual Health Insurance, Individual Life Insurance, Health Insurance, Mutual Fund Savings Accounts, Transfer on Death (TOD) Accounts, CollegeAmerica 529 Plans, Disability Insurance, Variable Annuities, Fixed Indexed Annuities, Fixed Annuities
Services
Financial planning|Comprehensive financial planning services|Individualized financial services|Retirement planning services|Retirement income solutions|Rolling over retirement accounts|College planning services|Wealth management services|Wealth preservation planning services|Tax-advantaged investment strategies|Tax management strategies|Estate planning services|Estate conservation planning services|Charitable giving strategies|Legacy planning services|Investment services|Investment advising services|Financial coaching services|Estate management services|Retirement planning strategies|Education savings
Associations
Northern Lancaster Chamber of Commerce
Brands
Visit our website for a list of brands
Keywords
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Specialties
Comprehensive Financial Planning|Retirement Income Solutions|Retirement Planning Strategies|Wealth Preservation Planning|Education Savings|Tax-Advantaged Investment Strategies|Estate Conservation and Legacy Planning
Languages Spoken
English
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