ClearPath Financial Solutions llc. Email Format

Financial ServicesConnecticut, United States0-1 Employees

ClearPath Financial Solutions LLC is a financial services firm based in Waterford, Connecticut. It partners with clients seeking a thorough assessment of their needs to clarify and prioritize their life goals. The firm emphasizes weighing both financial implications and emotional value when guiding major life decisions. Through collaborative analysis, it aims to equip clients with information and experience to address financial challenges and pursue their life ambitions.

The firm offers a broad range of financial planning and risk-management products and services, spanning life, disability, long-term care, and health insurance, retirement planning, asset allocation, and estate and tax strategies. It also provides employer-sponsored benefits, company 401(k) setup, asset protection, wealth accumulation, and related advisory services, including fee-based managed accounts.

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