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Pathway Financial Group is a comprehensive financial planning company primarily serving Lancaster County as well as neighboring Berks and Lebanon counties. Financial planners, investment advisors, retirement plan advisors, and insurance agents near Lititz & Ephrata, PA. Serving Lancaster, Berks & Lebanon counties. Investment brokerage firm and insurance agency for groups and individuals. Are you planning to retire? Maybe you're trying to figure out the best way to save for college. Or, maybe you're a small business owner loo... read more
860 N Reading Road, Ephrata, PA, 17522, United StatesGet directions
|Mon||09:00 a.m. to 4:00 p.m.|
|Tue||09:00 a.m. to 4:00 p.m.|
|Wed||09:00 a.m. to 4:00 p.m.|
|Thu||09:00 a.m. to 4:00 p.m.|
|Fri||09:00 a.m. to 4:00 p.m.|
I was struggling trying to figure out my personal and work-related investments. I found Pathway Financial on a Google search and I could not be happier with my choice. Brian is an expert in his field and all around great person to work with. He looked into my case, provided feedback that was simple to understand and gave me the confidence that my family will be taken care of. I am extremely satisfied with Brian and his team and would highly recommend them!
Brian has helped me with retirement and financial planning for at least 15 years now. More recently, he helped me update our term insurance policies. What I enjoy about working with Brian is that he didn't just try to sell me the biggest policies I could afford. He used his knowledge of my family's and my goals and his knowledge of our investments and strategies to get us policies that are compatible with and coincide with our retirement goals. I know I can trust his judgment because I know I can trust his character. He is a... read more
Brian was recommended to me over 15 years ago, just as he was starting his own independent business, and I have been working with him ever since. Brian has been instrumental in implementing my families financial goals and strategies. He developed specific plans for our children's college funds, rolling over existing IRAs from previous jobs, starting new traditional and Roth IRAs for my wife and I, life insurance and long term care planning, plus he advises on my current 401k even though he doesn't have a vested interest in... read more
Brian Asper has help me stay on track to reach my retirement goals.Great job Brian.
My husband and I have worked with Brian for over 15 years. Throughout the years he has met with us regularly and updated our financial strategies and investments as our goals and needs have changed. Brian is a great listener with high integrity and values. He has always offered sound financial advice and we would highly recommend Brian and Pathway Financial Services.
Pathway Financial Group has a 5 star rating with 25 reviews.
Pathway Financial Group is open now. It will close at 4:00 p.m.