860 N Reading Road
Helping you find your pathway to Financial Freedom so you can enjoy today without worrying about tomorrow.
Investments | Retirement Planning | Budget Counseling | Insurance
Estate Planning | Wealth Management
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Pathway Financial Group helps individuals and small businesses by providing comprehensive, individualized financial planning services near Ephrata, PA.
Wealth management, investment & retirement advisory services, and personal/group insurance are just the beginning.
We create investment and insurance strategies that are tailored to your needs and goals. Meet over the phone or in person at your location or our office - whatever’s most convenient for you!
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Years of experience have prepared us to guide you through all of life's transitions.
Enjoy the peace of mind in knowing your Pathway Group Representative is implementing and monitoring the plan you created together.
Pathway Financial Group is a comprehensive financial planning company primarily serving Lancaster, PA and neighboring Berks and Lebanon counties.
Our financial consultants and insurance agents believe that getting to know you on a personal level will help us determine what will best suit your needs. We provide custom financial advice for your situation. Whether you are an individual, family, pre-retiree, planning for college, recent college graduate, small business owner, or anything in between, the Pathway team has the tools and knowledge to help you reach your financial goals!
Our dedicated, caring, and cooperative team of financial consultants in Lancaster are ready to assist you.
Starting July 1st 2020, Pathway Financial Group began operating out of our new office location at 860 N Reading Road, Ephrata, PA 17522.
The new office is only a few minutes from their former location at the Olde English Village along Church Street in Denver, PA. The new location will have prime visibility along Route 272 as commuters travel north of the Ephrata area...
Our financial consultants and insurance agents are also available to meet at a location of your choosing or virtually by phone. Schedule a time here.
Our office is conveniently located along Route 272 between Lancaster and Reading, PA.
We will be there to help manage life's curve balls
Personal relationships build confidence and trust. That's what we strive to have with our clients.
Every situation is different. That's why we create individualized plans so we can discover which path is best for YOU.
We will come to you. Like an old-fashioned house call.
Critical Estate Documents
A Look at Systematic Withdrawals
Errors and Omissions Insurance
A Penny Saved is Two Pennies Earned