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January 2024 by Katharine Wu
I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.
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January 2024 by Katharine W.
I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.
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October 2023 by Veronica Pinkham
I have had a stellar experience having Jen as my financial planner. In my sessions with her, I was up front about my lack of knowledge around how best to plan for retirement, and wanted to feel like I am investing my money wisely for the future. Jen was very thoughtful, approachable, and detailed in how she explained concepts that I frankly had felt intimidated by in the past. I felt like there was no such thing as a "stupid question," and Jen broke things down in a way that was easy for me to understand. She advised me on some very specific next steps that made sense for me based on the information I shared around my income level, savings, and future goals. And that has given me a huge sense of relief knowing that I am setting myself up for a stable future. I'm so happy I found Jen!
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March 2023 by Jean Pappalardo
Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. I've worked with her for over five years -I don't ever have to worry about my finances, what a relief! I am confident in her knowledge and professional guidance. Jen explains things clearly and is patient with any questions I have. She is very responsive, warm, friendly, and a pleasure to work with!
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February 2023 by Young J.
I've been looking for a financial planner like Jen for literally years with no luck. All I wanted was a stellar financial planner whom I could pay by the hour without having to give her all my money to reinvest. Someone who could look at my financial situation and give me the best possible advice without any conflict of interest. So for example, anyone who knows anything about investing knows that Vanguard Total Stock Market Index funds are a solid, zero-effort, low-fee way to invest. But the typical financial planner can't tell you that, because you're paying them a ton of money to hand-pick your investments for you. Jen is different. Her sole motivation when talking to you is making sure you're making sound financial choices that not only protect you against worst-case scenarios, but that also allow you to enjoy life and pursue your dreams. My husband and I felt so genuinely cared-for and and understood by Jen, and she gave us an unbelievable amount of terrific financial advice that will absolutely change our lives for the better. It's always such a privilege to work with someone who sees their job as a real calling, and Jen is clearly that. And as if that weren't enough, her rates are incredibly reasonable considering the value she brings and what other companies charge. My husband, who is suspicious of almost everyone, actually liked and trusted her. Can't recommend her highly enough.
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February 2023 by Rude D.
Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. I've worked with her for over five years -I don't ever have to worry about my finances, what a relief! I am confident in her knowledge and professional guidance. Jen explains things clearly and is patient with any questions I have. She is very responsive, warm, friendly, and a pleasure to work with!
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January 2023 by Mona Thompson
Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way that was very clear and easy to take action on. She was also available for any additional questions we had, which was incredibly helpful. We can't recommend her enough!
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January 2023 by Rebecca Wink
Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!
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January 2023 by Estefania Zavala
I really appreciated the clear, actionable guidance I received from Jen! It was really valuable to just have concrete advice vs the financial training you learn about online which provide more vague best practices.
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September 2022 by Rebecca W.
Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement!
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August 2022 by Mona T.
Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way that was very clear and easy to take action on. She was also available for any additional questions we had, which was incredibly helpful. We can't recommend her enough!
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January 2022 by Erika Taylor
Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser. We live in Tennessee but we were able to do our consultations online. She made the process seamless, answered all of our questions and provided sound, easy-to-understand recommendations. She also ran a couple of different scenarios for us, and I feel very confident in our financial future. We will definitely be back over the years to check in and make sure we're still on track for our retirement. Don't hesitate to set up an appointment!
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November 2021 by Erika T.
Working with Jen is an absolute delight. My husband and I had been thinking about meeting with a financial planner for ages, a seemingly daunting process. Jen came highly recommended by colleagues of mine and we were lucky enough to have won her services in an auction as part of a nonprofit fundraiser. We live in Tennessee but we were able to do our consultations online. She made the process seamless, answered all of our questions and provided sound, easy-to-understand recommendations. She also ran a couple of different scenarios for us, and I feel very confident in our financial future. We will definitely be back over the years to check in and make sure we're still on track for our retirement. Don't hesitate to set up an appointment!
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February 2021 by AdventureOrNothing K.
Jen is seriously amazing. I had a bunch of policies at Northwestern Mutual that I bought and Jen went through them for me, explained what the pros and cons of each were, and gave me her recommendation on what I should do going forward with investing. I'm so glad I spoke to her and will return to her if I need financial advising again!
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January 2021 by Jamie Ray
I had no clue not only about how plan for a stable financial future but also how to find someone to trust enough to work with in pursuit of that goal. That is until I found Jennifer. My neighbor had recommended her. I’d worked with someone before that, and because he’d worked through commission, it didn’t feel right. Jennifer immediately offered refreshing assurance with the no commission work setup she explained to me. Instead of commission, I paid her for her work. It’s a good value. She set my family and I up in easy steps. She was easy to work with, and as an extra bonus, was nice, too!
