Pathway Financial Services, LLC - Los Angeles, California

Overview of Pathway Financial Services, LLC

Located at 13101 Washington Blvd #241, Los Angeles, CA 90066, United States, Pathway Financial Services, LLC stands out as a reputable financial services firm specializing in financial planning, consultancy, and investment services. Owned by a woman, this business prides itself on being accessible and accommodating to its clients, showcasing its commitment to inclusivity and customer satisfaction.

Contact Information and Appointments

For those looking to connect with Pathway Financial, the company's phone number is 310-432-6067. They encourage clients to make appointments, especially noting that they are women-owned and thus may require more personalized attention. Online appointments are also available, demonstrating their flexibility in serving clients' needs. The office is readily accessible, featuring a wheelchair-accessible car park, entrance, and toilet, ensuring that all potential clients can visit without barriers.

Services and Expertise

Pathway Financial Services, LLC offers a range of expert services tailored to help clients navigate the complex world of finance. With a focus on financial planning, they assist individuals in managing their finances effectively, whether that's preparing for retirement or making savvy investment decisions. Their financial consultant and investment service offerings suggest a comprehensive approach to addressing their clients' financial goals.

Client Feedback and Experience

The company's impressive reputation is evident from the 19 reviews it has on Google My Business, all averaging an outstanding 5/5 rating. Testimonials highlight Pathway Financial's significant impact on their clients' financial health. One client shared their transformative experience, crediting the firm with helping them out of debt and onto a solid financial footing. This glowing feedback underscores the trustworthiness and effectiveness of Pathway Financial's services.

Recommendation

For anyone seeking expert financial guidance or looking to make informed investment decisions, Pathway Financial Services, LLC is highly recommended. Given their commendable track record and commitment to client satisfaction, it's worth taking a moment to explore their offerings further. Visitors are encouraged to visit their website pathwayfinancialservices.com to learn more about their services and to schedule an appointment. Whether you're just starting to think about your financial future or looking to refine your current strategy, Pathway Financial's team of professionals, led by Jen, is ready to guide you every step of the way. Don't let financial uncertainty hold you back any longer - reach out to Pathway Financial today and take control of your financial future.

👍 Reviews of Pathway Financial Services, LLC

Tom B.

5/5

Pathway Financial has helped us tremendously. We were late getting into the whole "save for retirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

Veronica P.

5/5

I have had a stellar experience having Jen as my financial planner. In my sessions with her, I was up front about my lack of knowledge around how best to plan for retirement, and wanted to feel like I am investing my money wisely for the future. Jen was very thoughtful, approachable, and detailed in how she explained concepts that I frankly had felt intimidated by in the past. I felt like there was no such thing as a "stupid question," and Jen broke things down in a way that was easy for me to understand. She advised me on some very specific next steps that made sense for me based on the information I shared around my income level, savings, and future goals. And that has given me a huge sense of relief knowing that I am setting myself up for a stable future. I'm so happy I found Jen!

Jean P.

5/5

Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. I've worked with her for over five years -I don't ever have to worry about my finances, what a relief! I am confident in her knowledge and professional guidance. Jen explains things clearly and is patient with any questions I have. She is very responsive, warm, friendly, and a pleasure to work with!

Mona T.

5/5

Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way that was very clear and easy to take action on. She was also available for any additional questions we had, which was incredibly helpful. We can't recommend her enough!

Rebecca W.

5/5

Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!

Jamie R.

5/5

I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal. That is until I found Jennifer. My neighbor had recommended her. I’d worked with someone before that, and because he’d worked through commission, it didn’t feel right. Jennifer immediately offered refreshing assurance with the no commission work setup she explained to me. Instead of commission, I paid her for her work. It’s a good value. She set my family and I up in easy steps. She was easy to work with, and as an extra bonus, was nice, too!

Erika T.

5/5

Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser. We live in Tennessee but we were able to do our consultations online. She made the process seamless, answered all of our questions and provided sound, easy-to-understand recommendations. She also ran a couple of different scenarios for us, and I feel very confident in our financial future. We will definitely be back over the years to check in and make sure we're still on track for our retirement. Don't hesitate to set up an appointment!

Katharine W.

5/5

I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.