Broker Check

Investment Advisors in Lancaster, PA
Serving Lancaster, Lebanon & Berks Counties in PA

Investment Management is important because what is in your portfolio needs to be communicated clearly and looked at often. Everyone's investment portfolio should be unique and diversified to match risk tolerance and specific desires. Pathway Financial Group's advisors will take the time to look at all your accounts and make sure your overall portfolio matches your needs.

<b>Investment Products &#38; Services Types</b>

Investment Products & Services Types

We create strategies that are tailored to your needs and goals.

  • Asset Management
  • Mutual Funds 
  • REITs 
  • ETFs
  • Stocks
  • Bonds
  • Etc
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<strong>Overview of Account Types</strong>

Overview of Account Types

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How Pathway Can Help

Whether it involves taking over and simplifying current accounts, or making suggestions to start new ones, we are only a message or phone call away from helping with your investment planning needs. At your review meetings, we will use special software to run a portfolio analysis and make the changes necessary to improve or otherwise adjust assets to match your current world outlook.

Visit us virtually or in-person. If it's more convenient, we can come to you!

Our Team of Investment Planners & Advisors

Rebecca Hennessy

Rebecca Hennessy

Financial Representative

(717) 344-5636

Matthew  Marte

Matthew Marte

Financial Representative

(717) 336-3836

(717) 354-8202

Alec Jones

Alec Jones

Financial Advisor

(717) 690-1335

Gloria Martin

Gloria Martin

Administrative Assistant

(717) 690-1335

Visiting our office in Lancaster County, PA? Here’s how to get here…

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Investment Resources

<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>Saving for College</p>

Saving for College

This calculator can help you estimate how much you should be saving for college.
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<p>You Would Rather Be...</p>

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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