Pathway Financial Advisors LLC

C Lawrence 

on Google

9 months ago

I highly recommend Pathway Financial Advisors! Jonathan and the whole Pathway team are so knowledgeable and caring. They take the time to discuss my specific concerns and thoroughly explain my financial questions. Because of their expertise, I now have a robust financial plan for me and my family that has exceeded our expectations. We know our finances are in good hands, and I am deeply grateful for all they do for us. 

Pete Furtado 

on Google

10 months ago

I have been working with Jonathan at Pathway Financial Advisors for 6 years to help me plan my retirement. I engaged him as a Fee-Only CFP, and through his detailed analysis of my finances and through his genuine interest in me as a person he has been helping me feel comfortable enough to retire this year. I'm so happy to have had Jonathan help me through this process. I highly recommend Jonathan, or any of his colleagues at Pathway Financial Advisors. 

Bobby Erwin 

on Google

3 years ago

I've been working with the guys at Pathway Financial since before they were Pathway Financial Advisors. I first learned of them through a program we have at my workplace. They've done education seminars, investment management, etc. Mainly I've worked with them to plan for and coordinate my retirement savings. I'm constantly impressed by their honest, forthright approach to my retirement. They are a fiduciary manager, so they're looking at the whole picture, within my parameters, rather than trying to sell me into some fund t... read more

Courtney Reckord 

on Google

6 years ago

Edited: I did finally receive a call back from this company. I have not worked with them so I can't speak to their services, this review has more to do with initial customer service. Original review: I have called twice to make an appointment and have not received a call back. I am not impressed