A New Path Financial

Southeast Michigan's preeminent investment advisor and a Certified Financial Planning® Professional dominated firm.

General Information
Company Name
A New Path Financial
Founded Year
-
Location (Offices)
Ann Arbor, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Finance, Financial Services, Insurance
Funding Stage
-
Social Media

A New Path Financial - Company Profile

A New Path Financial is a prominent investment advisor and a Certified Financial Planning® Professional dominated firm, located in Southeast Michigan. The company's approach revolves around guiding individuals through their unique financial journeys, understanding their goals, and overcoming personal hurdles. The firm prioritizes personalized financial planning over generic, one-size-fits-all policies, acknowledging that everyone starts from a different place and has individual dreams and challenges. This philosophy underlines their commitment to supporting clients through milestones such as paying off student loans, purchasing a home, planning for family time off, funding education, preparing for retirement, among others. A New Path Financial focuses on establishing, implementing, and monitoring tailored financial plans that suit individual needs and circumstances, with the aim of creating a solid foundation for future growth. Emphasizing the importance of human expertise over automated solutions, the company ensures that clients receive personalized guidance rather than relying on generic algorithms or call center representatives for financial advice. As an investment opportunity, A New Path Financial demonstrates a commitment to personalized financial planning and a client-centric approach, with a strong foothold in Southeast Michigan. Their dedication to guiding individuals along their financial paths and aiding them in achieving their unique goals make the company a noteworthy venture for potential investors seeking opportunities in the finance, financial services, and insurance sectors.

Taxonomy: financial planning, investment advisor, certified financial planner, tax planning, small business planning, legacy planning, education planning, retirement planning, mutual funds, life insurance, long-term care insurance, disability income insurance, goal-based investment planning

Funding Rounds & Investors of A New Path Financial (0)

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There is no investment information

Latest News of A New Path Financial

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