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Pathway Financial Services, LLC
Guiding clients' financial futures with clear, no-commission guidance.
5
Business
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Guiding clients' financial futures with clear, no-commission guidance.
Pathway Financial Services, LLC provides finance consulting and planning in Los Angeles. Clients praise Jen for personalized plans, clear explanations, and responsive, patient service. Operating with a no-commission model, the firm offers actionable recommendations on credit, loans, investments, and retirement, with online consultations that fit busy schedules.
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Comprehensive, tailored plans that align with your goals, including retirement, savings, and debt strategies, with clear written recommendations.
Expert guidance to set and achieve retirement objectives, with scenario analysis and ongoing check-ins to keep you on track.
Strategies to manage and reduce credit card balances, school loans, and other debts, improving your financial health.
Non-commission-based advice on stocks, bonds, and other investments, focused on your best interests and long-term growth.
Flexible virtual meetings for clients anywhere, making financial planning accessible and convenient without compromising quality.
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Overall rating
Jean Pappalardo
Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. I've worked with her for over five years -I don't ever have to worry about my finances, what a relief! I am confident in her knowledge and professional guidance. Jen explains things clearly and is patient with any questions I have. She is very responsive, warm, friendly, and a pleasure to work with!
Rebecca Wink
Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!
Mona Thompson
Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way that was very clear and easy to take action on. She was also available for any additional questions we had, which was incredibly helpful. We can't recommend her enough!
Erika Taylor
Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser. We live in Tennessee but we were able to do our consultations online. She made the process seamless, answered all of our questions and provided sound, easy-to-understand recommendations. She also ran a couple of different scenarios for us, and I feel very confident in our financial future. We will definitely be back over the years to check in and make sure we're still on track for our retirement. Don't hesitate to set up an appointment!
Jamie Ray
I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal. That is until I found Jennifer. My neighbor had recommended her. I’d worked with someone before that, and because he’d worked through commission, it didn’t feel right. Jennifer immediately offered refreshing assurance with the no commission work setup she explained to me. Instead of commission, I paid her for her work. It’s a good value. She set my family and I up in easy steps. She was easy to work with, and as an extra bonus, was nice, too!
