CandorPath Financial - Maitland, Florida

Address: 525 Sybelia Pkwy #212, Maitland, FL 32751.
Phone: 4075027284.
Website: candorpath.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of CandorPath Financial

CandorPath Financial 525 Sybelia Pkwy #212, Maitland, FL 32751

⏰ Open Hours of CandorPath Financial

  • Monday: 9 AM–5:30 PM
  • Tuesday: 9 AM–5:30 PM
  • Wednesday: 9 AM–5:30 PM
  • Thursday: 9 AM–5:30 PM
  • Friday: 9 AM–5:30 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a detailed overview of CandorPath Financial, presented in a formal and helpful tone, suitable for someone seeking financial guidance:

Introduction to CandorPath Financial

For individuals and families seeking comprehensive and compassionate financial planning, CandorPath Financial stands as a reputable choice. Located in Maitland, Florida, at 525 Sybelia Pkwy #212, Maitland, FL 32751, this firm offers a personalized approach to wealth management, focusing on both present and future financial needs. They operate under the specialties of Financial Planner and Financial Consultant, demonstrating a broad skillset for addressing diverse financial situations. Individuals can easily reach them by phone at Phone: 4075027284. You can also find more information, including detailed services and team introductions, on their website: Website: candorpath.com.

Accessibility and Practical Information

CandorPath Financial prioritizes accessibility for all clients. The firm boasts a wheelchair accessible entrance, wheelchair accessible parking lot, and a dedicated wheelchair accessible restroom. They also provide standard restroom facilities. It's strongly recommended to schedule an appointment in advance to ensure personalized attention and maximize the value of your consultation. This proactive approach reflects a commitment to client service and efficient planning.

Services and Expertise

CandorPath Financial’s core services encompass a wide range of financial planning needs. They assist clients with:

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Education Funding
  • Insurance Planning

The firm’s advisors possess a deep understanding of financial markets and regulations, enabling them to develop tailored strategies aligned with each client’s unique goals and risk tolerance. A key element of their approach is a focus on building long-term relationships, fostering trust and open communication. The positive feedback suggests a strong emphasis on building rapport and truly understanding client needs, going beyond simply providing financial products.

Client Feedback and Reputation

CandorPath Financial has garnered a remarkably positive reputation within the community, as evidenced by its 11 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the firm’s expert guidance, knowledgeable advisors, and genuinely caring approach. Many clients specifically mention the value of having a trusted partner to navigate complex financial decisions, reflecting a dedication to providing a personalized and supportive experience.

Recommendation

Based on its accessibility, professional expertise, and overwhelmingly positive client feedback, CandorPath Financial presents itself as an excellent resource for individuals and families seeking proactive and reliable financial guidance. We strongly recommend visiting their website at candorpath.com to explore their services in detail and schedule a consultation. Taking the initial step to connect with their team could be the foundation for a more secure and prosperous financial future.

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👍 Reviews of CandorPath Financial

CandorPath Financial - Maitland, Florida
John O.
5/5

Because of our son’s experience we were introduced to John Kennedy and his associates. We have been so thankful over the years for their expert guidance, knowledge and personal caring concern over our financial direction towards our present and future needs.

CandorPath Financial - Maitland, Florida
Christa L.
5/5

Exceptional Financial Guidance with a Personal Touch!

We have had the pleasure of working with John Kennedy, Matt Marcoux and the CandorPath Team for several years and couldn't be more satisfied with the service we have received. John's expertise and genuine care for his clients truly set him apart in the financial advisory space. Getting started on your financial journey can be scary but here is why they are the right choice:

Personalized Financial Planning: John and the team took the time to understand our financial goals and created a tailored, step by step plan that covered everything from paying off debt, emergency fund savings to future retirement and investment strategies. They provided clear explanations for each recommendation, making the entire process easy to understand.

Personalized Attention: We have been through our share of advisors over the years and unlike some advisors who offer generic advice and are focused heavily on investment strategies, John's recommendations were specific to OUR financial situation and future aspirations. He made sure to address all our concerns and provided actionable steps to achieve the goals.

Trustworthy and Reliable: Throughout our interactions, John and team have demonstrated a high level of integrity and professionalism. They were transparent about fees and ensured we fully understood the costs associated with their services.

Overall Experience: Working with CandorPath has been an exceptional and life changing experience for our family. The personalized approach, combined with the extensive knowledge and proactive communication, has given us confidence in our financial future. I HIGHLY recommend CandorPath Financial to anyone looking for a reliable knowledgeable, trustworthy (and down to earth!) financial advisor.

Thank you, John, Matt and team for your exceptional service!

CandorPath Financial - Maitland, Florida
Brian H.
5/5

We were introduced to CandorPath through friends and we couldn't be more thankful. John and his team have demonstrated an unparalleled expertise in helping guide us with creating our trust, advising on life insurance, and guiding us through our retirement account decisions. They accessibility and unique approach sets them apart, making them a standout choice for financial planning needs. Their dedication to personalized service and top-notch customer care truly sets them apart in the industry. Thank you John and CandorPath for all you have done and continue to do for our family!

CandorPath Financial - Maitland, Florida
Brendan L.
5/5

I’ve known John Kennedy for several years and just recently signed on as a client. He and his team have been amazing! He spends as much time as I need to go over the investments, guide me through the process, and he answers any questions I have. This experience has been great and my wealth management is off to a great start. Thank you John! I highly recommend Candor Path Financial.

CandorPath Financial - Maitland, Florida
Dan S.
5/5

The entire team at Candorpath Financial is amazing! They truly take the time to understand your individual goals and develop the right strategy based on those goals. What makes it even better is that they break everything down for you, ensuring you fully understand what they are doing and why. Highly recommend their services!

CandorPath Financial - Maitland, Florida
Ben F.
5/5

Move over Hollywood blockbusters, because the real star of our financial journey is none other than John Kennedy! From epic strategies for large financial planning to his stellar performance in the everyday budget scenes, John has truly mastered the art of financial wizardry.

In this gripping saga of fiscal responsibility, John takes the lead with charisma and expertise that keeps you on the edge of your budget sheet. His guidance is the plot twist we never knew we needed, turning mundane financial decisions into blockbuster moments.

John's dedication to our family's financial success deserves an Oscar-worthy standing ovation. He doesn't just crunch numbers; he crafts a storyline of stability and growth that keeps us eagerly anticipating the next chapter in our financial adventure.

In the financial industry's crowded red carpet, John Kennedy is undeniably the leading man, stealing the spotlight with his insightful advice and budgetary brilliance. We're not just financially secure; we're starring in the blockbuster of our financial lives, thanks to John's unparalleled expertise!

If you're looking for a financial planner who can turn your financial story into a blockbuster hit, look no further than John Kennedy – the maestro of money matters!

CandorPath Financial - Maitland, Florida
Kathy B.
5/5

I was introduced to John Kennedy at CandorPath at the most difficult time in my life. I had just lost a loved one and had an estate to settle. I was dealing with financial matters that were completely new to me and John and Matt did an incredible job of supporting me. They went way above and beyond making sure I understood what needed to be done and how to go about dealing with closing and moving accounts at other organizations. In the end it took over a year to finalize all aspects of the estate and I cannot imagine going through a process like that with any other company. I’ve been a client now for 3 years and I couldn’t be happier or more satisfied with my results. I never thought I’d be writing a 5 star review for a Financial Planning company but this one deserves it!

CandorPath Financial - Maitland, Florida
Mark L.
5/5

We worked directly with John for the past year and are very pleased with the results. John is more than a financial planner. He takes a whole perspective of our needs and invests in real conversations to understand us. He never lectures from a position of arrogance or pressure but instead listens and genuinely tailors his advice to our comfort level and motivations with no judgement. I highly recommend him to help guide you through understanding how your choices can help or hurt your financial wellbeing.

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