top of page
Handshake

ABOUT YOUR HOLISTIC
FINANCIAL PLANNER

WHO IS GATEWAY FINANCIAL?

SERVING DIVERSE CLIENTELE BOTH LOCALLY AND VIRTUALLY

OUR FIRM

Dedicated to helping you pursue your long-term financial goals, we are a fee-only, full-time fiduciary, wholly independent firm.

Money Sign

Compensated only by the client without earning a commission of any kind for product sales or referrals.

FEE-ONLY

Checkmark

Legally sworn and obligated to always place the interest of the client ahead of their own.

FULL-TIME FIDUCIARY

Flag

Not affiliated with any brokerage firm, bank, or insurance company. We answer to you, our

clients; not shareholders.

WHOLLY INDEPENDENT

READY TO GET STARTED?

LOCATION

9821 Olde Eight Road

Suite M

Northfield, OH 44067

CONTACT INFORMATION

tpouliot@mygatewaymoney.com

(844) 592-9888

  • 1
  • 2
  • 3
  • X

Gateway Financial, LLC is registered as an Investment Advisor with the State of Ohio and other jurisdictions where exempted. Registration of an Investment Advisor does not imply any level of skill or training.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Gateway Financial, LLC (referred to as "Gateway Financial") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Gateway Financial does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Gateway Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Gateway Financial or a Gateway Financial authorized representative has been advised of the possibility of such damages. In no event shall Gateway Financial, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

bottom of page