For More Details Contact: +1 (941) 708-7078,+1 (941) 448-6334 Email us: biren@pathakfinancialgroup.com
About us
Our firm was established to provide efficient, expert solutions to businesses and individuals. Our primary services include accounting, taxation, and business consulting. We also offer a host of specialty services to cater to the unique needs of our clients. Our partners and staff accountants serve a wide range of individuals, corporations, and partnerships. Our partners offer the benefits of years of experience gained from previous positions.
The firm is dedicated to serving all of your accounting, tax, and financial services needs. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible.
How We Work
We approach planning as a dynamic and ongoing interactive process, not a one-time event. Our planning process allows us to work with you to take the most appropriate path to achieve all of your financial goals and objectives.
Biren D. Pathak - CEO & Founder
We’re are financial planners with various backgrounds of expertise. We’re here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients
Here at Pathak Financial Group, we understand that financial planning for your future is scary and uncertain, especially in today’s economy. But, rest assured that in our hands we’ve helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.