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Business Profile

No License Required Financial Consultants

Pathfinder Financial Group, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(978) 518-3136Email BusinessWrite a Review

About

Important information

Overview

Pathfinder Financial Group, Inc.

5 Water St

Ste 5B

Newburyport, MA 01950-2734

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Pathfinder Financial Group, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Pathfinder Financial Group provides financial planning services, including fee-based planning, investments, insurance, retirement planning, work site and group benefits, managing finances, asset allocation, business succession planning, and charitable giving. The company assists clients with creating personalized financial plans tailored to their specific situations, whether they are starting to save for retirement, approaching retirement, or already retired. Pathfinder Financial Group also offers financial tools and educational resources to support clients in making informed financial decisions. The business provides services to commercial customers.

BBB Accredited Since: 12/17/2013

Years in Business: 17

Products and Services

Financial Advice & Wealth Management Services

Photos and Videos

  • image description not provided by submitter

Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
12/17/2013
Business Started:
1/1/2009
Business Incorporated:
1/14/2009
Type of Entity:
Corporation
Business Management:
Mr. Paul M Games, President
Ms. Karen G Goddard, Vice-President
Mr. Travis Souther, Webmaster
Number of Employees:
2

Additional Contact Information

Principal Contacts
Mr. Paul M Games, President
Customer Contacts
Mr. Paul M Games, President
Fax numbers
Primary Fax: (978) 418-9169
Additional Email Addresses
Primary: Email this Business
Additional Websites
manta.com/c/mt1h1kh/pathf...
yellowpages.com/newburypo...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
  • Check
  • MasterCard
  • Visa
Other Resources
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
http://www.sec.state.ma.us/sct/sctidx.htm
[email protected]
Business Categories
No License Required Financial Consultants, Financial Services, Tax Consultant, Financial Planning Consultants, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management

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