Skip to content

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: 

Request Consultation

Meet Your Financial Consultant

{beginAccordion}

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.

  • Buy/Sell
  • Key Person
  • Cross Purchase
  • Non-qualified Deferred Compensation 

NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE

{endAccordion}

Not Insured, May lose Value, No Bank Guarantee Securities and Advisory Services offered through Cadaret Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC.  Insurance products and services are offered through Finger Lakes Investments Corp (FLIC). Pathfinder Bank, Finger Lakes Investments Corp, and Cadaret Grant & Co., Inc. are separate entities. OSJ Office 65-A Monroe Ave 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.

Switch your accounts today.

We live where you live. Investing back into what you care about. Join us!

 Switch Kit