CUSA Ltd Competitors

Pathway Financial Advisors LLC is an independent financial planning firm serving high-net-worth clients and business owners, all over the country, from our offices in Burlington, Vermont, and Atlanta, Georgia. We are an independent, fee-only, financial planning and investment management firm. As a fiduciary, we act in our client's best interests. Our fees are completely transparent, we sell no products and receive no commission or referral fees. The goal of all professionals at Pathway Financial Advisors is to provide our clients with guidance and support in discovering and pursuing fulfilling lives. We intentionally maintain a low client-to-advisor ratio, which allows us to develop and cultivate meaningful relationships with our clients. We offer comprehensive and objective financial planning and investment management services to our clients. At Pathway we help guide our clients through life's transitions by assisting them in organizing, growing, and protecting their assets. With Pathway as your trusted partner and a collaborative plan in place, you will have the freedom and financial security to focus on what matters most to you. We are proud that all our clients can confidently answer the question: How do you thrive? Contact us today and let us help you thrive too.

Elite Wealth Advisors LLC is a full-service financial planning firm dedicated to consistently providing high customer satisfaction through educating clients, rendering excellent service, and furnishing a professional, enjoyable atmosphere that just feels like home. There are many risks that everyone faces in retirement and in planning for their future. Our team is dedicated to removing or minimizing those risks for our valued clients. Together, our team helps clients realize everything that is crucial to their future happiness by designing a custom plan to make it a reality. Since they don’t work for any product companies or manufacture any investments, their clients can be certain they will shop the market place for what is best for their financial situation.

Catalyst Consulting, Inc., founded in 1996, is an international consulting firm committed to providing exceptional training and presentations for leaders and teams. Claudia Busch Lee, Ph.D. develops and delivers practical, knowledgeable and enjoyable training programs. In addition, Claudia presents Keynote Speeches for conventions and regional meetings. Her speeches are filled with practical solutions to complex people issues that arise in the workplace.