What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 12:30pm

THE PATH Financial Strategies, LLC

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Mechanicsville, VA
THE PATH Financial Strategies, LLC

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At The PATH, we help individuals, families, and business owners gain clarity and confidence in financial decisions through personalized planning. Angelia Z.

Our approach is professional, transparent, and centered on what matters most to you. Message us to connect! At The PATH, we believe exceptional financial planning begins with people. We take time to learn your goals, values, and the legacy you want to create, building relationships grounded in transparency and collaboration. Our experienced team brings thoughtful strategy to every plan. Guided by faith, we define success not just by wealth, but by purpose, peace, and lasting impact. We look forward to connecting. Shay is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Angelia Z. Shay is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency at 9316 Chamberlayne Road Mechanicsville VA 23116. Shay is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. THE PATH Financial Strategies is located at 9316 Chamberlayne Road Mechanicsville VA 23116. Contact information: TEL 804.935.5318, FAX 804.935.5357. Neither THE PATH Financial Strategies, nor New York Life Insurance Company, or its agents provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. THE PATH Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered Branch Address:
9316 Chamberlayne Road
Mechanicsville VA 23116

11/03/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

10/30/2026

https://bit.ly/4BuW4ND

Estate planning isn’t just about what happens after you’re gone. It’s about making sure the people and things you care about are protected and that your wishes are clearly understood.

From beneficiaries and important documents to powers of attorney and your legacy wishes, there are several pieces that deserve your attention.

✔️ What should you have in place?
✔️ What might need to be updated?
✔️ What important details could be easy to overlook?

A little preparation today can help provide greater clarity and confidence for tomorrow.

Your will is not complete until the titles and beneficiaries are set in accordance with your will. See a checklist of what you should do-plus ways your advisor can help, here.

10/28/2026

10/27/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

10/20/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

10/16/2026

🎉🎂 HAPPY BIRTHDAY ELLE! 🎂🎉

Today we’re celebrating the one who brings fun, energy, and positivity to THE PATH! 💙
As our Client Relationship Advisor, Elle does so much to care for our clients and keep things moving behind the scenes. But beyond all she does, we’re especially grateful for the laughter, joy, and positive energy she brings to our office every day! 🥳
We’re so thankful to have you on our team Elle — and we hope your birthday is every bit as wonderful as you are! 🎈✨

HAPPY BIRTHDAY! 🎉

Address

9316 Chamberlayne Road
Mechanicsville, VA
23005

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 12:30pm

Website

http://www.THEPATHFinancial.com/

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