Pathfinder Financial Advocates - St Charles, Missouri

Overview of Pathfinder Financial Advocates

Pathfinder Financial Advocates, located at 2745 W Clay St l, St Charles, MO 63301, stands out as a trustworthy financial service provider in the local community. With a Asian-owned operation, they offer a variety of financial services including financial planning, financial advising, financial consulting, brokerage services for financial institutions, and investment services. Their commitment to serving their clients is evident through their online appointment booking, onsite services, and wheelchair accessibility features, ensuring that everyone can benefit from their expertise. A noteworthy detail is their requirement for appointments, which, although standard, underscores their dedication to personalized service.

Key Features and Services

• Financial Planning & Advice: Specializing in helping individuals like you navigate complex financial landscapes, Pathfinder Financial Advocates provides tailored financial strategies.
• Consultation Services: Offering insights from experienced advisors, they break down financial jargon into understandable language.
• Online & In-Person Services: With options for both online and onsite appointments, they cater to a wide range of client preferences.
• Accessibility: Ensuring that their services are available to everyone, they provide a wheelchair accessible entrance, parking lot, and restroom.
• Expertise in Insurance: As an insurance broker, they can help secure your financial future with appropriate coverage.

Location and Contact Information

For those looking to benefit from Pathfinder Financial Advocates’ services, here’s how you can get in touch:
- Address: 2745 W Clay St l, St Charles, MO 63301
- Phone: 62296678
- Website: pathfinderadvocates.com
Remember, an appointment is required, and it's highly recommended to schedule one in advance to ensure personalized attention.

Opinions and Reviews

Clients have left glowing reviews, highlighting the exceptional service provided. For instance, one review mentions how Suresh, a key figure at Pathfinder, has been instrumental in helping a family pay off their student loan debt swiftly and secure their financial future. Such testimonials reflect the high level of satisfaction and the effective strategies employed by the team to achieve client goals.

Recommendation

If you're seeking to enhance your financial situation or simply need guidance in making informed financial decisions, consider reaching out to Pathfinder Financial Advocates. Their approachable style, combined with their wealth of knowledge and experience, can make a significant difference in your financial journey. Visit their website at pathfinderadvocates.com to schedule an appointment and take the first step towards financial clarity and security. Remember, an appointment is essential to tailor your financial plan specifically to your needs.

This comprehensive overview not only highlights Pathfinder Financial Advocates' services and accessibility but also emphasizes the positive impact they can have on clients' financial lives, as seen through their impressive average rating of 5/5 on Google My Business. Don't miss the opportunity to benefit from their expertise - contact them today

👍 Reviews of Pathfinder Financial Advocates

Daniel B.

5/5

With Suresh's help our family was able to pay off our student loan debt in a few short years, secure our future financially, and enabled us to pursue our dreams.

Janet H.

5/5

Suresh has been a breath of fresh air to me. He has helped me get organized & developed a plan. He breaks down finances into language I can understand & helps me stay on track for my goals.

Laura Z.

5/5

Suresh Fernando's investing acumen is top notch. He has in-depth analytical skills, and he carefully listens to the client (me) and puts his expertise to work. Suresh takes an interest in what information I am relaying and devises a plan to address the concern. His faith in Jesus is evident too. I highly recommend Suresh as a consummate financial advisor.

Yvonne A.

5/5

Pathfinder Financial Advocates is great with keeping you on track with your financial planning. I have been with Pathfinder’s for several years and I have never been disappointed in any aspect of my financial planning. I can call them and can be seen within a couple of days. I highly recommend them for your financial planning business.

Mary M.

5/5

Suresh is smart, kind, honest and very hard working. He will not disappoint you.

Jesse Y.

5/5

These folks helped us in a number of ways. They really are advocates for your financial well being before anything else.

Paul R.

5/5

Laverne F.

5/5