Edward Jones - Financial Advisor: Jeannier A Oliveira

Pathway Wealth Management & Insurance Group is a financial services firm located in Orlando, FL. The company was founded in 2017 and has been serving the financial needs of individuals and businesses for over 5 years. Pathway Wealth Management & Insurance Group offers a wide range of financial services, including portfolio management, retirement strategies, life insurance, HNW/UHNW clients, extended care, small business ownership, risk management, estate strategies, and cash flow analysis. The company's experienced and knowledgeable team is committed to providing their clients with the best possible financial advice and services.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orlando, FL area, Michael Lipscomb will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.