Submit a Question
Take Your STEP Score Assessment today!
Understanding your financial stage is the first step to improving your financial wellness. Plus, you can receive customized monthly educational content based on your stage, plus other great benefits through your FinPath dashboard like:
Register your FinPath Account at: https://finpathwellness.com/register
Contact Us
Customer Service:
833-777-6545
Important Disclosures
Securities and investment advisory services may also be offered through partner Broker Dealers not affiliated with HUB International.
This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.