Josephine Trotta's Colleagues at Pathfinder Wealth Advisors LLC
Josephine Trotta's Contact Details
HQ
N/A
N/A
Location
Greater Cleveland
Greater Cleveland
Company
Pathfinder Wealth Advisors LLC
Pathfinder Wealth Advisors LLC
Josephine Trotta's Company Details
We created Pathfinder Wealth Advisors to meet the unique planning needs of each individual. We do the most important thing an advisor can do…we guide you on the path to a successful life.INVESTMENT STRATEGIES-Customized investment portfolio designRETIREMENT SOLUTIONS-Develop a plan to achieve your dreamsINCOME TAX STRATEGY-Maximize the effectiveness of your financial decisionsLEGACY PLANNING-Your legacy plan that provides you peace of mindCHARITABLE GIVING-Achieve philanthropic goals with customized strategiesEDUCATION PLANNING-A funding strategy customized to your family's needs
Frequently Asked Questions about Josephine Trotta
Josephine Trotta currently works for Pathfinder Wealth Advisors LLC.
Josephine Trotta's role at Pathfinder Wealth Advisors LLC is Chief Investment Officer.
Josephine Trotta's email address is ***@pathfinderwealthadvisors.com. To view Josephine Trotta's full email address, please signup to ConnectPlex.
Josephine Trotta works in the Financial Services industry.
Josephine Trotta's colleagues at Pathfinder Wealth Advisors LLC are Maria Laspina and others.
Josephine Trotta's phone number is N/A