We Guide Late-Career Professionals to Achieve a Work-Optional Lifestyle

We have felt that Ryan and his team are like family! They look out for our best interests and keep us informed while always caring about us personally. We have total trust in their abilities to manage our finances.

We have been with Ryan Kittredge for about 13 years. During all this time, my husband and I have never lost sleep worrying about our investments. We are both successfully retired thanks to our hard work combined with Ryan's due diligence. He knows his clients' plans and needs, their comfort levels and risk tolerances. His team members are always quick to respond to any inquiry, and Ryan checks in with us periodically to present ideas and propose beneficial changes to our portfolios. Our 5 Star rating doesn't say enough for ClearPath Financial Partners.

I absolutely love having Molly and Ryan on my side. Molly is always willing to help me with questions or changes in my life. We have quarterly zoom meeting to go over financial plans and changes that need to be made. She supports my way of retirement and timing and is willing to work within those parameters .I am so glad that I made this move with them.

Ryan Kittredge has been managing my assets for over a decade. I trust the ClearPath team to know and understand my investing goals, and to provide the advice I need to make retirement investing decisions. I especially appreciate that they stay on top of what is happening with the economy, and check in with me frequently to make necessary adjustments to meet my goals. ClearPath has my unqualified and highest recommendation.

The team at ClearPath Financial have been my trusted advisors for years. They have helped me devise and execute a strategy to effectively manage my stock options and retirement plans to diversify in a tax-efficient way. They are knowledgeable and honest communicators, and follow through on things. I highly recommend them to friends and colleagues when I find myself talking with someone who could benefit from their expertise.

My husband and I have been working with Ryan and his team for over 10 years. Throughout this time, they have guided us through the sometimes harrowing retirement process and now continue to provide estate planning and advice in our post retirement years. How much to save for the grandchildren,s education? how much to invest in the market? how to best protect our interests from that dreaded nursing home? Ryan's knowledge and financial expertise allow us to get a better night's sleep. Ryan takes the time to listen and tailor the plan to our needs and lifestyle. The team make themselves available for consultations as well as spontaneous emergencies - "Ryan, should I invest in that Florida condo? or "Is the market stable?" He always answers questions with kindness and patience, even after the fifth time! I highly recommend the ClearPath Financial Partners for both their level of expertise as well as their personal and genuine concern for their clients.

Clear Path has delivered personalized and proactive financial management. Ryan Kittredge and his team respond promptly with sound recommendations. They tailor their management to each client while being informative and accessible. I most highly recommend Clear Path Financial Partners for their honesty, sound financial management and for their discretion.

Been working with Ryan for years and he has helped me navigate through many challenging markets. I trust them completely to help me with all my advising needs.

I have been working with Ryan (and now Molly as well) for close to 20 years and he has been an amazing partner working with my wife and I to achieve our retirement goals. He and Molly are fully committed to ensuring that the strategy he put forth aligns to our goals and is always 100% transparent before making any changes, and lays out the plan in an easy to understand way. I always suggest Clearpath to anyone looking for help with their investment portfolio.

My wife and I have used the folks at ClearPath Financial for all of my investing needs for more than 7 years. Ryan, Molly and the entire ClearPath team have always provided top notch advice and services regarding all of our investments. They are always on top of current trends and offer the perfect level of advice regarding what your individual situation requires.

I have had the pleasure of working with Ryan for almost 20 Years. He's been our trusted financial advisor through every key milestone in our personal and professional lives. He is thorough, extremely responsive and thoughtful in his approach and with his guidance. I have the upmost confidence in his ability to set our family up for future growth and success. Ryan, Molly and the team at ClearPath are always available to provide support, available for questions and to jump on a quick call to instill confidence in our decision making. I highly recommend this team for that extra personal touch and service in addition to their strong financial management capabilities.

Priscilla and I could not be any happier working with Molly, Ryan, and the ClearPath team. They take the full context of information into account and are always available to answer any questions that we have. We feel very confident in our current and future approach as we work with ClearPath. We give the ClearPath team our highest possible recommendation.