At CandorPath Financial, our client relationships are built to last. This is the first video in a 4-part series where we explain how 'The CandorPath Way' begins with understanding your unique needs and evolves into a partnership that grows with you. 💙 #Finance #FinancialPlanning
CandorPath Financial
Financial Services
Maitland, Florida 447 followers
Our Guidance. Your Journey.
About us
Transparency is the future of financial advising. At CandorPath Financial, we believe the road to financial freedom is paved with realistic information, clear communication, and proactive behavior shared within a close client-advisor relationship. Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Candor Path Financial are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.
- Website
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http://candorpath.com
External link for CandorPath Financial
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Maitland, Florida
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Financial Planning
Locations
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Primary
Get directions
525 Sybelia Pkwy
Suite 212
Maitland, Florida 32751, US
Employees at CandorPath Financial
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Matthew Marcoux, CFP®, EA
I provide expert guidance to families & business owners on their journey to financial success.
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John Kennedy, CFP®
I provide expert guidance to families & business owners on their journey to financial success.
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Megan Glass
Director of Operations at CandorPath Financial
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Mackindsay Herbert
Client Services Specialist at CandorPath Financial
Updates
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🎙️Your Money Story🎙️ In today's Above Board Podcast, John breaks down "Your Money Story" and shares how your past shapes your finances. Learn practical tips and start making smarter money moves today! 💰 Check out our free 'Your Money Story' e-course at www.yourmoneystory.app #Podcast #FinancialFreedom #YourMoneyStory
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Your CandorPath Ensemble! Introducing...🥁 Megan Glass – Director of Operations! Tune in as Megan shares her what one word comes to mind when she thinks of the culture at CandorPath, which decade she'd go back to visit, and how she takes her perfect Saturday! 📚🍹 Take a minute to get to know Megan better! #YourCandorPathEnsemble #MeetTheTeam
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We 💙 our Above Board Listeners! Join us for entertaining and enlightening discussions that offer real discussions and reminders on living life to the fullest personally, professionally and financially. 👉 Tune in now at TheAboveBoardPodcast.com #Podcast
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Compassion starts with awareness. Discover how the Enneagram helps us connect by understanding different perspectives. ✨ Check out our most recent podcast episode with Tracy to learn more on this topic! TheAboveBoardPodcast.com #Enneagram #Podcast #AwarenessBreedsCompassion
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Discover the power of the Enneagram for deeper self-awareness! 🧩 In our latest podcast episode, licensed mental health counselor, Tracy Weiss from Weiss Counsel, shares how you can use the Enneagram to fuel both personal and professional growth. Don't miss it! Listen here: 🔗 https://lnkd.in/g3U3tw46 #Enneagram #PersonalGrowth #Podcast
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Your CandorPath Ensemble! Introducing...🥁 Matthew Marcoux, CFP®, EA – Co-Founder and Senior Wealth Planner! Tune in as Matt talks about what brings him joy when it come to CandorPath and our clients, his favorite pastimes, and essential advice he lives by! ⛵ Get to know a bit more about Matt! #YourCandorPathEnsemble #MeetTheTeam
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Today, we celebrate our incredible Co-Founder, Matthew Marcoux! Your unwavering commitment to our clients and dedication to delivering exceptional hospitality set the standard for the outstanding service we strive for every day. Wishing you a birthday filled with joy and appreciation. Cheers to you! 🥂
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We know that figuring out your finances can feel overwhelming…🫠 Thankfully, our free course, “Your Money Story,” covers all those tricky topics to help you chart a clearer path for your financial future. Check it out and make managing your money a little easier! 👉 YourMoneyStory.app #YourMoneyStory #Finance #FinancialFreedom
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Your CandorPath Ensemble! Introducing...🥁 Mackindsay Herbert – our Client Concierge specializing in tax planning! 📝 Discover the value of teamwork in our ensemble practice as Mack talks about working closely with the team and gaining diverse knowledge. Plus, learn about her favorite book by Emily Henry and where her first job was! 🎬📚 Take a moment to get to know Mackindsay better! #YourCandorPathEnsemble #MeetTheTeam