The Pathway Financial Group Revenue

Financial Services • Orange City, Iowa, United States • 1-10 Employees

The Pathway Financial Group revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at The Pathway Financial Group

Chris Saras

Founder & Principal - Investment Advisory and Planning

Company overview

Headquarters	112 Central Avenue NW, Orange City, Iowa 51041, US
Phone number	+17127379120
Website	thepathwayfinancial.com
NAICS	52
Founded	2019
Employees	1-10

The Pathway Financial Group Email Formats

The Pathway Financial Group uses 1 email format. The most common is {first initial} (e.g., j@thepathwayfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@thepathwayfinancial.com	100%

About The Pathway Financial Group

When it comes to finances—how you want to live your life and what brings you peace of mind—everyone is different. That’s why we tailor each client’s strategy according to their unique needs. Whether you have a specific situation to address or just want help maximizing your opportunities, we help you find the best strategies and resources to support your vision of success. We get to know you and your family personally, and we offer valuable insight so you can see your financial situation clearly, make bold, definitive decisions, and live life to the fullest. We focus on the areas of: - Forward looking tax strategies - Insurance planning - Investment planning - Social security & retirement planning - Estate planning - Cash flow planning We're here to help you protect the people and things your care about. No matter how your life changes or what you need to live a strong financial future—we have you covered. Ready to see how we can help you? Email us at chris@thepathwayfinancial.com Chris is a Financial Advisors offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. Licensed as Agents with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither The Pathway Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Pathway Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Not licensed in all jurisdictions. CA insurance license: #0F58100. 112 Central Avenue NW Orange City, IA 51041 Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

The Pathway Financial Group has never raised funding before.

Frequently asked questions

The Pathway Financial Group is located in Orange City, Iowa, US.

You can reach The Pathway Financial Group at +17127379120.

The Pathway Financial Group generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

The Pathway Financial Group has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Pathway Financial Group was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

The Pathway Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Pathway Financial Group

Chris Saras

Founder & Principal - Investment Advisory and Planning

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