Pathfinder Financial
Pathfinder Financial, based in Newburyport, MA, specializes in providing unbiased financial advice aimed at helping clients achieve financial independence. Their services encompass retirement planning, asset allocation, and business succession planning, tailored to meet the unique needs of individuals and families at every stage of their financial journey.
As a trusted partner, Pathfinder Financial acts as a virtual Chief Financial Officer for families, offering guidance and support where and when it is needed. Their mission is centered around the success of their clients, with a commitment to creating personalized financial plans that prioritize the protection and growth of clients' financial well-being.
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