Pathfinder Financial Group

Pathfinder Financial Group 01950

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Hours

Friday9AM–5PM
SaturdayClosed
SundayClosed
Monday9AM–5PM
Tuesday9AM–5PM
Wednesday9AM–5PM
Thursday9AM–5PM

Address and Contact Information

Address: 5 Water St, Newburyport, MA 01950

Phone: (978) 518-3136

Website: http://www.pathfinderfinancial.com/

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Services

Financial Planner
Education savings consulting
Estate planning
Financial planning
Insurance purchase consulting
Investment advising
Retirement savings consulting
Tax planning
Wealth management
529 College Savings Plan
Asset Allocation Strategy
Asset Protection
Benefits Managing
Brokerage Services
Business Insurance Protection
Business Investments
Business Planning Strategy
Business Succession Planning
Business Succession Strategy
Buy- Sell Arrangements
Certified Financial Planner
Charitable Gifting
Charitable Giving
Charitable Planning
Child’s Education
Company Pension
Complimentary Consultation
Comprehensive Financial Plan
Customized Portfolio
Defined Contribution Pension Plans
Disability Insurance
Early Retirement
Education Savings Plans
Employee Benefits Programs
Employee Pension Plan
Employer-Sponsored Retirement Plans
Estate Settlement
Estate Transfer
Fee Based Planning
Finances Investments
Financial Advice
Financial Advisors
Financial Aid
Financial Management
Financial Planning For Business Owners
Financial Planning Strategy
Financial Security Planning
Goal Setting
Group Benefits
Group Health
Health Insurance
Income Planning
Insurance Advisor
Investment Account
Investment Advisor Representative
Investment Options
Investment Plan
Investment Portfolio
Iras Individual Retirement Accounts
Legal Advice
Legal Advisor
Life Insurance Policies
Long Term Care
Money Management
Personalized Financial Plan
Profit Sharing Plans
Protection Planning
Qualified Retirement Plans
Retirement Benefits
Retirement Funds
Retirement Investments
Retirement Savings Plans
Retirement Strategies
Reverse Mortgages
Roth Ira Retirement
Short-Term Disability
Simplified Employee Pension
Smart Investment
Social Security Retirement
Student Loans
Tax Advantages
Tax Credits
Tax Deductions
Tax Issues
Tax Savings
Tax Strategy
The Financial Planning Process
Wealth Creation
… View more

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