New Jersey NJ Certified Financial Planner Bridgewater, Princeton, Morristown

Financial Pathways, LLC

BRIDGEWATER - PRINCETON - MORRISTOWN

James D. Kinney, Certified Financial Planner™
Luba Globerman, Certified Financial Planner™

Financial Advice Should be More than a Sales Pitch!
Financial Pathways was founded on a strong belief that financial advice should be something much more than a thinly disguised sales pitch. Financial planning and advice is serious business. It is also our passion. Every Financial Pathways client can expect to receive the very best professional, objective, carefully considered advice based on their own unique situation, needs, and goals. If you are seeking a financial adviser who is truly committed to helping you plan your financial future rather than just getting their hands on your money or selling you the latest insurance product, you have come to the right place!

Independent Planners Who Will Work for You, Not Wall Street!
The slick Wall Street brokers and Insurance Reps call themselves “advisers” – but who do they really work for? Their employers, of course, and that is where their loyalty often lies. We work only for you. As acknowledged fiduciaries, our pledge to you is that the advice you receive will always be based on what we believe will best help you achieve your desired goals. Putting the client's interests ahead of your own? A novel concept in the financial world, perhaps. But we believe it's just good business.

Pain-Free Financial Planning.
We understand that to many people a visit with the financial planner may seem to be about as much fun as root canal surgery. It is our goal to make the financial planning process as painless as possible. We accept and value each and every client who seeks our help, without fear of failing to meet some arbitrary minimum wealth threshold. We firmly believe in educating our clients, and will always take the time to fully explain the purpose behind our recommendations so that you can make intelligent, well informed decisions. We love what we do, and hope to share some of that enthusiasm with our clients.

Let Financial Pathways be your TRUSTED financial provider.
We understand that this is a relationship built on trust, and we recognize that it takes time for trust to develop in a relationship. This is why at Financial Pathways you will never feel rushed into making a decision. After all, you only have one financial future, you do not want to entrust it to just anyone.

Free Consultation!
Give Financial Pathways a call, contact us by email, or make an appointment at any one of our three convenient New Jersey office locations for a no charge, no obligation consultation to learn how you and your family might benefit from our independent, client-centered professional financial advisory and planning services. No sales pressure, guaranteed!

Central New Jersey based Financial Pathways LLC for comprehensive financial planning, college planning, retirement planning, investment management services and hourly fee only advice to residents of Somerset, Middlesex, Hunterdon, Mercer, Morris, and Union county communities

 
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Newsletters

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September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

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