Pathway Finance Advisors

As an independent financial services firm, along with Woodbury Financial Services, Inc., we value the human side of wealth management by being a valued partner that is focused on aligning your risk and investment management goals to your lifestyle vision. We act as a catalyst in partnering with a collaborative approach to bring clarity in the design, implementation and monitoring your unique plan.

Bob Meints is a financial advisor who specializes in retirement and estate planning. He has worked in the financial services industry for 30 years with a start in banking then a move to financial planning in 1985. He had a long and successful career with AXA Equitable before founding Pathway Financial Advisors, LLC in 2011.

Jeff Schwingler is a wealth advisor, providing clients with comprehensive, goal-based financial planning and personalized strategies. Pathway's wealth management services include help with investments, retirement income distribution and estate and charitable strategies. Jeff has a passion for providing outstanding customer service and prides himself on having an unwavering commitment to helping his clients achieve financial security.

Our relationship with Woodbury Financial Services, Inc. provides us with the tools we need to serve our clients. Because Woodbury Financial does not offer proprietary products, we strive to assure that our recommendations are objective, unbiased, and made specifically with your best interests at heart.

Step One - We meet, talk, and determine if we provide the right fit for your needs. No question is inappropriate. You must feel comfortable asking anything at all! If you would like some time to think about whether this is a right move for you, take time to consider your options. There is never any pressure.