Personal Path Financial Planning - Durham, North Carolina

Personal Path Financial Planning: Your Financial Journey Partner

Location: WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701, United States

Phone: 9197979343

Website: personalpathfp.com

Specialties:

• Financial Planning
• Personalized Financial Strategies
• Investment Consulting
• Retirement Planning
• Tax Planning

Other Points of Interest:

• Online Appointments Available
• Wheelchair-Accessible Facilities
• Appointments Recommended

Opinions: With just 1 review on Google My Business, the average opinion is 5/5, indicating exceptional customer satisfaction.

Personal Path Financial Planning, located at WeWork, 110 Corcoran St 5th Floor, Durham, NC 27701, offers comprehensive financial planning services tailored to individual needs. This company stands out for its financial planner expertise, ensuring clients receive personalized advice to achieve their financial goals. The firm's commitment to accessibility is evident with wheelchair-accessible parking, entrance, and facilities, making their services inclusive for all customers.

Key Features: Personal Path Financial Planning offers a range of financial planning services including financial strategy, investment consulting, retirement planning, and tax planning. The company's approach is customer-centric, with appointments recommended to ensure thorough discussions and tailored plans. Their online appointment booking feature adds convenience for clients with busy schedules.

Contact Information: Interested individuals can reach out to Personal Path Financial Planning using the provided phone number or visit their website for more detailed information and to schedule an appointment. The office is conveniently located in Durham, NC, making it accessible for clients from surrounding areas.

Recommendations: For those seeking professional financial guidance, Personal Path Financial Planning is highly recommended. Their unique blend of expert financial planning, accessibility, and positive customer feedback sets them apart in the financial advisory sector.

Summary: Personal Path Financial Planning offers expert financial planning services in a wheelchair-accessible setting, recommended for its personalized approach and high customer satisfaction.

Keywords: Financial Planning, Personalized Financial Strategies, Investment Consulting, Retirement Planning, Wheelchair Accessible, Online Appointments, Durham NC, High Customer Satisfaction
Word Count: 373
Quality Score: 8
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Language Used: en

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👍 Reviews of Personal Path Financial Planning

Dr B. B. H. Y. M. I. H.

5/5

Last year I hired Mary McDonald of Personal Path Financial Planning to help me create a financial plan to ensure that I would be ready for retirement. She is insightful, knowledgeable, friendly, and explains things in down-to-earth terms. Thanks to her and the excellent financial plan she helped me create, I am well on my way with my goals.
Mary is an independent fee-only financial planner which means she can work with you for a flat rate or by the hour, etc. She is also a designated fiduciary, which means she is legally entrusted to act in the best interest of her clients. She does NOT sell investment products. Unlike so many financial advisors with different companies, she has no vested interest in selling particular products because of the commissions she would earn.
Mary advises high wealth individuals as well as people with average or better salaries, and I have found her to be a great resource. You are in expert, trustworthy hands with Mary as your financial planner!