Source Your Financial Future With Confidence
Helping Educators For Decades
Previously JBE Financial
Welcome To Pacific Way Financial
We are experienced professionals that provide guidance and personalized investment planning services. We are dedicated to helping individuals and families achieve their financial goals and plan for their futures. With a focus on creating customized investment plans for educators that align with your unique needs and aspirations, we'll work with you every step of the way to help you reach your investment goals. Explore our site to learn more about our services and how we can help you plan for retirement.
Tailored To You
Each of our investment plans are customized to your specific needs. We take time to understand the unique needs of each of our clients.
30+ Years Of Experience
We've helped thousands create investment and retirement plans.
Comprehensive Services
With our array of financial services, we'll plan around your needs and find the appropriate solution.
Our Partners You Know
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Our Mission
"To help educators and government employees plan for tomorrow"
We aim to help educators and government employees plan for their retirement and more. Our team of financial professionals works closely with clients to understand their unique financial goals and needs and to develop a customized plan to help them achieve those goals.
Whether you're looking for help with fixed-income investments, equity investments, retirement and education planning, broker accounts, life insurance, annuities, disability and long-term care insurance, health insurance, or business planning, we have the appropriate investment solutions you need to plan for the future. Our team is knowledgeable about various financial products and services, including...
- Educational Planning
- Municipal and government bonds
- publicly traded stocks
- pensions
- IRAs & 401ks
- Business Planning
- Mutual funds
- And More!
We understand that every individual's financial situation is unique, so we work closely with clients to provide tailored investment guidance and support. We aim to help you plan for retirement and more, one step at a time. Contact us today to schedule a consultation and start your investment journey.
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