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        Financial Planning Made Simple

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        Services/Products
        Pathfinder Planning LLC provides financial planning advice for a simple fee to young adults and working families through one-on-one engagements, group training, and retainer services.
        Payment method
        amex, cash, check, discover, master card, visa
        Location
        In person in Lake Wylie SC and Charlotte NC, virtually in the Southeast
        Amenities
        We charge by the hour - no commissions or ongoing fees No minimum account balances or net worth requirements We offer unbiased advice and education Keep your current bank, brokerage and financial services providers Help meet your specific goals
        Accreditation

        Financial Planning Association (FPA)

        National Association of Personal Financial Planners (NAPFA)

        XY Planning Network

        Associations
        Certified Financial Planner TM
        Other Link

        Main Website

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services

        Details

        Phone: (704) 301-7522

        Address: 8 Mischief St, Clover, SC 29710

        Website: Main Website

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