Pathway Financial Group

860 N. Reading Road
Ephrata, PA 17522
717-690-1335

2733 Willow Street Pike
Willow Street, PA 17584
717-464-5174

Investments Retirement Accounts Insurance Annuities College Planning Small Business Life Insurance

Looking for a financial advisor in Lancaster, Lebanon, or Reading, PA with values like yours? Ours are trust, honesty, and integrity. Unlike many investment planners, we actually live by them.

Financial advisors, investment brokers, wealth managers, retirement planners, and insurance agents near Lancaster, PA. Serving small businesses and individuals in Lancaster, Berks & Lebanon counties.

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 looking for a trusted partner to help you create a comprehensive benefits package that will encourage your best employees to stay. From investments and retirement accounts to insurance, we create financial strategies that are tailored to your needs and goals. Years of experience have prepared us to guide you through all of life’s transitions.

Services Include:

Comprehensive financial planning
Retirement planning & income strategies
Investment planning & brokering
Wealth management & preservation planning
Tax-advantaged investment strategies
Tax management strategies
Saving for college
Estate planning, conservation, and management
Legacy planning
Charitable giving
Financial coaching
Retirement account management (ex. Rolling over retirement accounts)
…and more.

Pathway Financial Group can set up and manage:

Mutual funds
Traditional/Simple/SEP/Roth IRAs
401(k)s
College savings accounts (ex. 529 plans)
Fixed/fixed-indexed/variable annuities
Small business benefits packages/plans
Individual/group life insurance
Individual/group health insurance
Group/individual short-term & long-term disability insurance
Charitable giving accounts
Stocks
Bonds
TOD accounts
…and more.

Every situation is different. That’s why we create individualized plans so we can discover which path is best for YOU.

Our financial consultants in Lancaster County, PA have the tools and knowledge to help you reach your financial goals!

We can meet with you by phone or in person (we’ll even come to you!)

Personal relationships build confidence and trust. That’s what we strive to have with our clients. We will be there to help manage life’s curve balls.

Our Approach

Meet & Dream: We create strategies that are tailored to your needs and goals.
Teach & Plan: Years of experience have prepared us to guide you through all of life’s transitions.
Monitor & Relax: Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.