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At Financial Pathways, we work on a fee-only basis, meaning we’re not trying to sell you products to earn commissions. No hidden agendas. Our team of financial advisors includes Certified Financial Planners™, a Certified College Planning Specialist™, and a Cerified Divorce Financial Analyst.
1200 US Highway 22, Suite 2000, Bridgewater, NJ, 08807, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Jim has been of great help to me and my wife, not only as a Financial Planner, but also as a sort-of Financial Marriage Counselor. He provided practical ways for us to improve conversations and gave us different perspectives of how to view and manage our finances ("our money" instead of "mine vs. yours"). He helped us plan student loan payments better, how to prepare finances for an eventual new house purchase, and how to budget and pay bills more collaboratively. Don't miss out - we've tried other financial planners, but... read more
I appreciate Jim's financial advice. He has put my mother on a firmer financial footing. I recommend him to others seeking advice on planning for retirement.
Jim provided exactly what I needed: a second opinion on my self-made plan and sounding board for my options I could not be more pleased with him and his work. Highly recommend. A very satisfied client
Jim, took me "under his wing" and showed me that not only was I able to retire, but how easy it was going to be. Jim has been my financial planner going on 5 years now. He really listened to my concerns, how I needed things to be kept simple. He asked all the right questions, so that I was extremely comfortable. His expertise led me to the risk tolerance, that has proven over and over that it was the right call. He keeps everything current through yearly meetings, and anytime I have a question, he's readily available. E... read more
While preparing for an important financial goal, I heard of Financial Pathways through the Dave Ramsey organization. I was warmly welcomed at Financial Pathways, and, after reviewing my needs and goals, Jim and Carlos developed a concrete financial Plan for me with regular check-ins. They were so helpful in answering my many questions. I received invaluable guidance in estate planning, insurance, risk management, and retirement. Jim and Carlos are highly-trained CFPs, super personable, and a gold standard!
Financial Pathways has a 5 star rating with 10 reviews.
Financial Pathways is closed now. It will open on Monday at 9:00 a.m.