National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > new york > goshen

GREAT PATH PLANNING

Tel: 845-397-7284
10 Matthews Street
Lower Level
Goshen, New York  10924

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

GREAT PATH PLANNING

GREAT PATH PLANNING is a Goshen, New York based financial advisory firm with nearly $113,659,557 in assets under management and provides investment advisory services for 240 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

284461

SEC#:

801-119391

No. of Clients:

240

Assets under Management

$113,659,557

No. of Advisors:

2

More Financial Advisory Firms in Goshen, New York

More Firms in Goshen, New York >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.