8060 161st Avenue Northeast, Redmond, WA 98052, USA +1 425-558-0111contact@financegrouppath.com
Financial guidance, together

Plan, borrow and grow — as a group, not alone.

Finance Group Path brings lending, investing, tax and insurance specialists to one table, so every decision you make about money is informed, coordinated and confidently yours.

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No hidden fees One dedicated advisor Plain-language advice
Advisors and clients reviewing and signing financial documents
A whole team of specialists, one simple relationship

“Good financial decisions are rarely made alone. We bring the right people together — so you never have to guess.”

The Finance Group Path Promise
Our Services

Six services, one path forward

Choose the service you need and book a consultation with the right specialist from our group.

Personal Loan
No. 01

Personal Loan

Fixed-rate personal loans with clear terms and steady monthly payments — for consolidating debt, renovating your home or funding life's important moments.

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Credit Loan
No. 02

Credit Loan

Revolving credit lines and credit-builder loans that give you flexible access to funds and help you grow a healthier credit profile over time.

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Mortgage Loan
No. 03

Mortgage Loan

Home purchase and refinance mortgages explained in plain language, with side-by-side comparisons and guidance from application to closing day.

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Wealth and Investment Planning
No. 04

Wealth and Investment Planning

Personal investment strategies and retirement plans shaped around your goals, your timeline and the level of risk you're comfortable with.

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Tax Advisory
No. 05

Tax Advisory

Thoughtful, year-round tax planning and preparation for households, freelancers and small businesses, helping you keep more of what you earn.

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Insurance Services
No. 06

Insurance Services

Life, health, home and auto coverage reviewed side by side, so the people and things you care about are protected by policies that truly fit.

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Finance Group Path advisors in a planning meeting
Team collaborating around laptops
Every plan starts with listening.
About Us

A group of specialists working for you

At Finance Group Path, your loan officer, wealth advisor, tax professional and insurance specialist all work as one team. That means advice that fits together — and a plan where every decision supports the next.

  • Independent recommendations focused on your goals
  • Options compared across trusted lenders and carriers
  • Clear explanations of every rate, fee and trade-off
Meet Our Group
Why Choose Us

What sets our group apart

i.

Coordinated advice

Your loans, investments, taxes and insurance planned together.

ii.

Honest comparisons

We review options across providers and show you the real costs.

iii.

One point of contact

A dedicated advisor who knows your story and your goals.

iv.

Lasting partnership

Regular reviews to keep your plan in step with your life.

How It Works

A clear path from first call to finished plan

Working with us is simple, transparent and built around your schedule.

Bright meeting room where clients meet advisors
1

Introduce yourself

Book a free consultation and tell us about your goals, questions and timeline.

2

Meet your group

Your advisor brings in the right specialists to review your full financial picture.

3

Choose your path

You receive clear, side-by-side options with every cost and benefit explained.

4

Move forward together

We put your plan in motion and check in regularly as your life evolves.

Testimonials

Stories from the people we serve

Clients share what it's like to plan their finances with our group.

Finance Group Path made our refinance feel effortless. They compared options carefully and explained every detail in a way we understood.

Kayla Morrison

I came to them unsure about investing. Now I have a clear retirement plan and I actually look forward to our reviews.

Logan Reeves

Their tax team is wonderful — organized, proactive and always quick to answer questions about my small business.

Tiffany Warren

My personal loan process was simple and transparent. One payment, a fair rate and no surprises along the way.

Dustin Holland

They reviewed all of our insurance policies and found better coverage for our family. Thoughtful, honest people.

Erica Dunn

They helped me understand my credit and build a plan to improve it. A few months later I qualified for a much better loan.

Garrett Shaw
Latest Blog

Notes from our advisors

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FAQ

Questions, answered

Can't find what you're looking for? Call +1 425-558-0111 or send us a message.

Yes. Your first conversation with our group is free and comes with no obligation — in person, by phone or by video.

We offer personal loans, credit loans, mortgage loans, wealth and investment planning, tax advisory and insurance services, all coordinated by one advisor.

Our initial review avoids unnecessary hard inquiries. We always explain and ask for your permission before any formal application.

Yes. We support business owners with tax planning, credit solutions and insurance reviews, alongside our services for individuals and families.
Coins dropping into a piggy bank
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Let's map your next financial chapter together.

Book a free, no-obligation consultation with a Finance Group Path advisor.

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