Customer Service Manager, Paraplanner at Pathfinder Wealth Advisors LLC - Seven Hills, OH, US
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