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Matthew W. Bailey, CFP®

Pathway Financial Services, Inc.

1916 Exeter Rd
Germantown, TN 38138
Phone: (901) 756-5667
Fax: (901) 754-9503

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.