fpPathfinder
fpPathfinder, founded in 2018 and based in Farmington, Connecticut, provides financial advisors with tools to enhance client interactions and streamline planning processes. The company focuses on making complex financial concepts accessible through effective communication strategies. Their culture emphasizes creativity, continuous learning, and attention to detail.
The company offers a range...
Financial Services Institute FSI
The Financial Services Institute (FSI) is a trade association founded in 2004 that advocates for independent financial advisors and firms. It represents over 100 independent financial services firms and more than 160,000 affiliated advisors, serving around 19 million U.S. households. FSI focuses on creating a regulatory environment that supports affordable...
Financial Services Institute
The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.
At FSI, everything we do starts and...