Journeys from The Past

"This company was very helpful in getting my money transferred from a place where I was making very little. It's very rewarding to sit back now with steady gains and zero risk of loss."

"I've been working with Nate for a few months and I have nothing but GREAT reviews. The suggestions are targeted to what I want to accomplish and there is never any pressure! I recommend Nate and the team very highly. 5 stars!"

"Nathan's approach is to educate his clients, so they make the best decisions for their needs. He won't pressure you into a product you don't understand or are apprehensive about. He is a man of integrity and he has earned my trust. If you are looking for a competent professional, who is customer centric, I encourage you to meet with Nathan to learn what he might be able to do for you!"

"Nate and Chalese are fantastic to work with. Nate listens, takes great notes and always comes back with a workable plan. Then spends the time to explain every level, allows time for questions and even accepts feedback for changes. Good team with great results!"

"I've been working with Nate for nearly 2 years now and couldn't be happier about how much he's empowered me to take control of my own financial future and oversee it with relative ease. Nate doesn't make decisions for you cause he prides himself on making you aware of your options, explaining the pros & cons of each and helps you navigate your unique situation in order to obtain a healthy financial future. If you're wanting to obtain a healthy financial future, set yourself up for a stress free retirement or simply wanna learn how to better manage your own finances/investments, then Nate is where you will want to go."

"We have been working with Nate, Andrew and Chalese for over 4 years. Not only are they extremely knowledgeable, but they take the time to listen and fully understand what your financial situation is, and act on that to make you feel confident and comfortable regarding future plans they lay out for you. From initial discussions and through the paperwork, they make sure you understand it all every step of the way. Far and away the best financial group we have ever worked with. And the best part: they care, and it shows. Very happy we found them!"

"Lindsay is our planner and she has been just so awesome."

"My experience has been positive from the first contact. Lindsey is very understanding and caring while advising on the best program for my situation. She has gone to bat for me many times."

"Nate and his associates were very professional and thorough. They provided me the adequate time to fully understand all of the details on my account. It has been a great pleasure working with him."

"Everyone I have dealt with have been very helpful, pleasant, professional and patient. I am very pleased with the attention I have been given and the quality of guidance provided to me."

"Nate was a great help guiding us through all the confusing details. We are so happy to have a plan for our retirement. Thank you!!"

"The representatives at Five Pathways were more than helpful, patient, thorough and personable. They advised, listened and educated us as to our options every step of the way. We felt very confident a f satisfied with our final decision for our retirement funds. They continue to stay in touch and our personal representative is only a phone call or text away."

"Lindsey was very helpful and showed me how my past accounts were costing me more money than I needed to spend. They even worked with me when I don't have access to a printer. She was available via text almost anytime I needed her and completed the transfer in a very timely and efficient manner."

"Lindsey was extremely helpful with figuring out my finances as I approached retirement. She suggested several strategies for keeping taxes to a minimum and getting the most out of my annuity. I would highly recommend."

"Lindsey is great to work with, and explained how the annuity was going to work and how we plan on converting the account in a few years to an annuity. Very easy to get into contact with her if I have any questions."

"Even though we live in different states, I felt very comfortable meeting with Lindsey by computer the very first time. I have so much admiration for Lindsay because she was very knowledgeable, respectful, and sincere as she spent more than one day walking me through the application process. She gave me plenty of space so I wouldnt be stressed, yet checked on me monthly as I worked through personal issues."

"Lindsey was so helpful in figuring out what I would and could do with my investments. Im horrible at technology and she helped me out on that too"

"Lindsey is a kind and compassionate person who displays a sincere desire to help individuals with their retirement planning. She has a warm personality that allows one to feel comfortable visiting with her from the very first zoom meeting."

"So knowledgeable and helpful. I learned allot and enjoyed working with Nate and his team."