Pathfinder Wealth Consulting

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

4018 Oleander Dr Ste 102, Wilmington, No...

Phone Number

(910) 793-0616

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Pathfinder Wealth Consulting

Pathfinder Wealth Consulting specializes in personalized wealth management, financial planning, retirement planning, and investment strategies tailored to individual goals. They serve a diverse clientele, including retirees, business owners, women, and the next generation, providing guidance through life's financial transitions. With a commitment to fiduciary advice and a team-oriented approach, they prioritize the best interests of their clients. Established in 2005, they operate from offices in Cary and Wilmington, North Carolina, while serving clients nationwide.Explore more
Pathfinder Wealth Consulting's Social MediaPopular SearchesPathfinder Wealth ConsultingPathfinder Construction Consulting IncPathfinder Investments of Wilmington IncPathfinder Wealth Consulting IncPathfinder Investments IncSIC Code 62,628NAICS Code 52,523Show more

Pathfinder Wealth Consulting Org Chart

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TE
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Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pathfinder Wealth Consult...

<$5M
11-50
Private
-
2005
TE
Tracy EastDirector, Marketing
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
1985
CM
Cathy MarincovichClient Services Associate
<$5M
1-10
Private
-
1995
SA
Sherry ArthurOffice Manager and Financial Assistant
<$5M
1-10
Private
-
-
JR
Jason RadakovichPresident, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pathfinder Wealth Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pathfinder Wealth Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pathfinder Wealth Consulting.

Pathfinder Wealth Consulting Tech Stack

A closer look at the technologies used by Pathfinder Wealth Consulting

Pathfinder Wealth Consulting News & Media

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Frequently Asked Questions Regarding Pathfinder Wealth Consulting

What is Pathfinder Wealth Consulting's official website?
Pathfinder Wealth Consulting's official website is www.pathfinderwc.com
What is Pathfinder Wealth Consulting's Revenue?
Pathfinder Wealth Consulting's revenue is <$5 Million
What is Pathfinder Wealth Consulting's SIC code?
Pathfinder Wealth Consulting's SIC: 62,628
What is Pathfinder Wealth Consulting's NAICS code?
Pathfinder Wealth Consulting's NAICS: 52,523
How many employees does Pathfinder Wealth Consulting have?
Pathfinder Wealth Consulting has 11-50 employees
What industry does Pathfinder Wealth Consulting belong to?
Pathfinder Wealth Consulting is in the industry of: Finance, Securities Trading
What is Pathfinder Wealth Consulting competition?
Pathfinder Wealth Consulting top competitors include: Sterling Total Wealth Solutions, Full Circle Wealth Strategies, Bay Harbor Wealth Management, Boone Wealth Advisors
What technology does Pathfinder Wealth Consulting use?
Some of the popular technologies that Pathfinder Wealth Consulting uses are: DocuSign, WordPress.org, Drupal, reCAPTCHA
How do I contact Pathfinder Wealth Consulting?
Pathfinder Wealth Consulting contact info: Phone number: (910) 793-0616 Website: www.pathfinderwc.com
What does Pathfinder Wealth Consulting do?

Pathfinder Wealth Consulting specializes in personalized wealth management, financial planning, retirement planning, and investment strategies tailored to individual goals. They serve a diverse clientele, including retirees, business owners, women, and the next generation, providing guidance through life's financial transitions. With a commitment t... o fiduciary advice and a team-oriented approach, they prioritize the best interests of their clients. Established in 2005, they operate from offices in Cary and Wilmington, North Carolina, while serving clients nationwide.Read More

What are Pathfinder Wealth Consulting social media links?
Pathfinder Wealth Consulting Linkedin page Pathfinder Wealth Consulting Facebook page
Is Pathfinder Wealth Consulting a public company?
Pathfinder Wealth Consulting is private company therefore does not currently have an official ticker symbol
See more information about Pathfinder Wealth Consulting

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