THE PATH Financial Strategies, LLC

THE PATH Financial Strategies, LLC 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

Little hands, big reasons why we do what we do! This October, we’re focusing on the importance of protecting what matter...
10/10/2026

Little hands, big reasons why we do what we do!

This October, we’re focusing on the importance of protecting what matters most and preparing for the future.

10/09/2026
💙 Happy World Financial Planning Day! 💙Financial planning isn’t just about numbers. It’s about creating a plan for the l...
10/07/2026

💙 Happy World Financial Planning Day! 💙

Financial planning isn’t just about numbers. It’s about creating a plan for the life you want to live, protecting what matters most, and feeling confident about what’s ahead.

Whether you’re just getting started, preparing for retirement, protecting your family, or simply wondering if you’re on the right path, having a thoughtful plan can make all the difference.

✨ Plan with purpose.
✨ Prepare with confidence.
✨ Protect what matters most.

Today is a great reminder that your financial future is worth planning for!

“Commit your plans to the Lord, and they will succeed.” — Proverbs 16:3 🙏

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're...
10/06/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

10/03/2026

We recently had the opportunity to welcome fellow New York Life agents into our office for a “Day in the Life” experience, giving them a behind-the-scenes look at how we serve our clients, structure our day, and put our best practices into action.

We’re always grateful for opportunities to share what we’ve learned, learn from others, and grow together as a community of professionals. It was such a privilege to open our doors and give others a glimpse into what makes THE PATH special.

A big thank you to everyone who joined us and made the day such a success! We loved having you here.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a ...
09/29/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

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

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