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Pathway Financial Services, LLC
Die finanzielle Zukunft unserer Kundinnen und Kunden mit klarer, provisionsfreier Beratung gestalten.
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Business
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Die finanzielle Zukunft unserer Kundinnen und Kunden mit klarer, provisionsfreier Beratung gestalten.
Pathway Financial Services, LLC bietet Finanzberatung und -planung in Los Angeles an. Kunden loben Jen für personalisierte Pläne, klare Erklärungen und einen schnellen, geduldigen Service. In einem provisionsfreien Modell arbeitet das Unternehmen und bietet umsetzbare Empfehlungen zu Krediten, Darlehen, Investitionen und Ruhestandsplanung, einschließlich Online-Beratungen, die sich flexibel in einen vollen Terminkalender einfügen.
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Umfassende, maßgeschneiderte Pläne, die sich an Ihren Zielen orientieren, einschließlich Ruhestandsplanung, Sparstrategien und Schuldenstrategien, mit klaren schriftlichen Empfehlungen.
Fachkundige Beratung, um Ihre Ruhestandsziele festzulegen und zu erreichen, mit Szenarioanalysen und regelmäßigen Check-ins, damit Sie auf Kurs bleiben.
Strategien zur Verwaltung und Reduzierung von Kreditkartenschulden, Studienkrediten und anderen Verbindlichkeiten, um Ihre finanzielle Gesundheit zu verbessern.
Provisionenfreie Beratung zu Aktien, Anleihen und anderen Investitionen, mit Fokus auf Ihre besten Interessen und langfristiges Wachstum.
Flexible virtuelle Treffen für Kunden weltweit, die Finanzplanung zugänglich und bequem machen, ohne Kompromisse bei der Qualität.
Gesamtbewertung
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!
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