fpPathfinder
Highly Engaged Employees
Education · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
PO Box 1554, Farmington, Connecticut, 06...Phone Number
(615) 824-2322Website
www.fppathfinder.comRevenue
<$5 MillionIndustry
About fpPathfinder
fpPathfinder provides flowcharts, checklists, and summary guides designed to assist financial advisors in navigating planning conversations with clients and prospects. Their resources aim to enhance client engagement and demonstrate the advisor's value through educational materials. The company targets financial advisors seeking to improve their client communication and planning processes. With membership options available, fpPathfinder offers tools that help streamline client interactions and ensure comprehensive financial planning.Explore more
SIC Code 87,874NAICS Code 54,541Show morefpPathfinder Org Chart
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fpPathfinder provides flowcharts, checklists, and summary guides designed to assist financial advisors in navigating planning conversations with clients and prospects. Their resources aim to enhance client engagement and demonstrate the advisor's value through educational materials. The company targets financial advisors seeking to improve their cl... Read More