Financial Advisors & Insurance Agents in Lancaster County, PA

New Holland Location

Helping you find your pathway to Financial Freedom so you can enjoy today without worrying about tomorrow.

Let Us Help Navigate Your Financial Path

Financial advisors and retirement planners near Ephrata & Lititz, PA. Serving Lancaster, Berks & Lebanon counties. Comprehensive financial planning services and brokerage firm for groups & individuals. Services include tax-advantaged investment advising, group/individual health insurance and life insurance, long- & short-term disability insurance, retirement accounts, college savings accounts, variable & fixed annuities, legacy & estate planning services, charitable giving strategies, and more.

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Meet Our New Holland Location Financial Services Team

New Holland Office

Matthew Marte

Financial Representative

(717) 336-3836

(717) 354-8202

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Matt is a financial Representative with Pathway Financial Group. He has 29 years of experience in the financial services industry and is securities licensed with series 6 and 63. He also maintains insurance licenses...

Service Area

We're conveniently located between Lancaster and Reading, PA and serve Lebanon, Berks, and Lancaster Counties in Pennsylvania.

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