Paradigm Financial Partners, Llc

Get Full Access

Description

  • Paradigm Financial Partners believes that wealth management is a process that begins with Discovering your vision, values & goals and then developing a Financial & Estate plan to meet those specific goals. In our role as your central financial advisor, we will do everything possible to keep you focused on where you want to go, advise you on how to best get there, and remain committed to the disciplined approach necessary to realizing your full financial potential. Our philosophy is to continually provide our clients with outstanding advice and service. We pride ourselves in having a knowledgeable, capable and experienced staff of professionals, who are committed to provide value to our clients and financial advisors in every possible way.We believe in strong communication as the foundation of our relationship. We take the time to listen to better understand what is important to our clients and to create a plan that is aligned to this vision. We do this all in an environment of uncompromising integrity and complete independence.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Paradigm Financial Partners is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Neither Kestra IS nor Kestra AS provide tax or legal advice. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 512-697-6000.
  • location

    Headquarters:315 Post Road West , Westport, Connecticut, United States

    More
  • Paradigm Financial Partners, Llc phone

    Phone Number: +1 203-226-0763

  • Paradigm Financial Partners, Llc website

    Website: https://www.pfpartners.com

  • Paradigm Financial Partners, Llc employees

    Employees:19

  • Paradigm Financial Partners, Llc revenue

    Revenue:$1 - 10M

  • Paradigm Financial Partners, Llc legal name

    Legal Name:Paradigm Financial Partners, Llc

  • Paradigm Financial Partners, Llc's Social Media

    Paradigm Financial Partners, Llc linkedin Paradigm Financial Partners, Llc facebook Paradigm Financial Partners, Llc twitter
  • done Is this data correct?
  • |  NAICS Code: 523920  |

    Show More
Person level website identification

Chief Compliance Officer for Paradigm Financial Partners, Llc

Carol Robertson

Chief Compliance Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Carol Robertson

Chief Compliance Officer

Debbie Lister

Director Of Insurance Planning And Chief Client Officer

Lee Rawiszer

Owner And Managing Principal

David Halper

Owner And Managing Partner

Marcin Kmieciak

Partner

Frequently Asked Questions regarding Paradigm Financial Partners, Llc

  • Where are Paradigm Financial Partners, Llc's Headquarters?

    Paradigm Financial Partners, Llc's Headquarters are in 315 Post Road West ,Westport,Connecticut,United States

  • What is Paradigm Financial Partners, Llc's phone number?

    Paradigm Financial Partners, Llc's phone number is +1 203-226-0763

  • What is Paradigm Financial Partners, Llc's official website?

    Paradigm Financial Partners, Llc's official website is https://www.pfpartners.com

  • What is Paradigm Financial Partners, Llc's Revenue?

    Paradigm Financial Partners, Llc's revenue is $1 - 10M

  • What is Paradigm Financial Partners, Llc's NAICS code?

    Paradigm Financial Partners, Llc's NAICS code is 523920

  • How many employees are working in Paradigm Financial Partners, Llc

    Paradigm Financial Partners, Llc has 19 employees

  • What is Paradigm Financial Partners, Llc's Industry?

    Paradigm Financial Partners, Llc is in the industry of Financial Services

  • Who is Paradigm Financial Partners, Llc's Chief Compliance Officer?

    Paradigm Financial Partners, Llc's Chief Compliance Officer is Carol Robertson

Company Directory