Paradigm Financial Group, Inc.

www.pfgiusa.com

Paradigm Financial Group, Inc. (PFGI) is a full service Financial Planning Firm dedicated to creating flexible, comprehensive, successful, and longstanding plans that enable individuals and families to accumulate wealth, afford financial milestones, prosper in retirement, and avoid unnecessary risk. Founded as a joint venture in 2018 by Partners Dave Kozak, John Lennon and Matt McCarter, PFGI has redefined the financial planning firm. Their tag line, "Redefining Wealth," is their goal. With a combined 60 year of experience in planning arena they have the expertise to guide you through all of the financial challenges of life. PFGI is growing rapidly as demand for their organic and highly-customized plans has skyrocketed. Their commitment to customer service has forced Managing Partners, Dave Kozak and John Lennon to cap new client acquisition. Their customer service goal is to never outgrow their ability to fully service and satisfy each client.

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Paradigm Financial Group, Inc. (PFGI) is a full service Financial Planning Firm dedicated to creating flexible, comprehensive, successful, and longstanding plans that enable individuals and families to accumulate wealth, afford financial milestones, prosper in retirement, and avoid unnecessary risk. Founded as a joint venture in 2018 by Partners Dave Kozak, John Lennon and Matt McCarter, PFGI has redefined the financial planning firm. Their tag line, "Redefining Wealth," is their goal. With a combined 60 year of experience in planning arena they have the expertise to guide you through all of the financial challenges of life. PFGI is growing rapidly as demand for their organic and highly-customized plans has skyrocketed. Their commitment to customer service has forced Managing Partners, Dave Kozak and John Lennon to cap new client acquisition. Their customer service goal is to never outgrow their ability to fully service and satisfy each client.

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Country

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State

Pennsylvania

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Employees

11-50

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Founded

2018

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Potential Decision Makers

  • Managing Partner , Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Client Services and Operations

    Email ****** @****.com
    Phone (***) ****-****

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