Catch phrase here

Client Forms

CONFIDENTIAL QUESTIONNAIRE
In preparation for our Get Acquainted meeting, please download and complete this Confidential Questionnaire by clicking above. It is a Microsoft Word® document that you can complete on your PC, save and print out. You can also print it out and compete it by hand. Don't be intimidated by the amount of information needed - complete it to the best of your ability. If a few items are missing, we can still get started on creating a roadmap to your financial future.
FORM ADV Part II
Form ADV Part II outlines important information about Pathfinder Financial Advisors LLC, our business methods, fees, professional qualifications and all other pertinent business information.
PRIVACY POLICY
The financial advisory field is highly regulated, and financial advisors must provide consumers with a notice of the Firm's privacy policies, practices and procedures. Please click above to download our Privacy Policy.