PATHVIEW

Tax consultation; Tax planning; Tax preparation; Tax advisory services

Financial planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial retirement plan consulting services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial wealth management services; Fiduciary services, namely, fiduciary representative services

Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field of financial planning, tax advice, wealth management; on-line electronic newsletters delivered by e-mail in the field(s) of financial planning, tax advice, wealth management