Running your business already requires enough hats. Let us handle your investment and insurance needs. Pathfinder Investment Services works closely with our business clients to tailor solutions unique to your structure, needs, and goals. The business client services we offer includes:
Business Retirement Plans
How to establish and participate in qualified retirement plans.
- SEP IRAs
- SIMPLE IRAs
- Profit Sharing Plans
- 401(k) Plans
- Safe Harbor Plans
- Defined Benefit Plans
Business Employee Insurance Plans
Ensure both employee and business owner insurance needs are met.
- Life Insurance
- Health Insurance
- Disability Insurance
Business Insurance Benefit and Transition Plans
How to establish key person and ownership transition insurance programs.
- Key Person
- Cross Purchase
- Non-qualified Deferred Compensation
NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE
Securities offered through Cadaret, Grant, & Co., Inc, MEMBER FINRA / SIPC. Insurance products offered through Finger Lakes Investments Corporation (FLIC). Cadaret, Grant, & Co. and FLIC are not affiliated with Pathfinder Bank, its affiliates, divisions, or subsidiaries. Cadaret, Grant, & Co. and FLIC are not affiliated with Pathfinder Bank, its affiliates, divisions, or subsidiaries. Cadaret Grant & Co., FLIC, and Pathfinder Bank are separate entities. OSJ office: FLIC 1169 Pittsford Victor Rd, Suite 230, Pittsford, NY 14534. (585) 389-0326.
Securities registered in the following states: Arizona, California, Connecticut, Florida, Massachusetts, New Jersey, New York, New Mexico, North Carolina, Pennsylvania, & Tennessee.
Check the background of our investment professionals on FINRA's BrokerCheck.