


Paradigm Financial Group
Financial Services • Exton, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 120 Arrandale Blvd., Exton, Pennsylvania 19341, US |
| Phone number | +16104223530 |
| Website | |
| NAICS | 52 |
| SIC | 822 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contacts at Paradigm Financial Group
Michele Antonini
Director Of Operations
Leigh Friedman
Director: Brand, Creative, Marketing
Paradigm Financial Group Email Formats
Paradigm Financial Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@pfgiusa.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@pfgiusa.com | 72.7% |
{first initial}{last name} | jdoe@pfgiusa.com | 27.3% |
About Paradigm Financial Group
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.
Paradigm Financial Group revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Paradigm Financial Group has 5 employees across 5 departments.
Departments
Number of employees
Funding Data
Paradigm Financial Group has never raised funding before.
Paradigm Financial Group Tech Stack
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Frequently asked questions
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