Financial Pathfinder LLC.
Information by Research TrustFinance
Financial Pathfinder, LLC is a Registered Investment Advisor (RIA) firm based in Rochester, New York. The company operates on a "fee-only" basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties for product sales. As a fiduciary, the firm is legally obligated to act in its clients' best interests. Its core services include comprehensive financial planning, investment and wealth management, retirement planning, estate planning, and insurance analysis, all centered around a disciplined, long-term approach to financial security.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial