Paramount Financial Partners, Llc

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Paramount Financial Partners is an experienced team of financial professionals working together to offer an exceptional client experience. Our approach is simple and fundamental. We work closely with our clients to help define the most important objectives for each chapter of their financial lives. Once we gain a complete understanding of our clients current situation and future goals, we create a strategy to help the achieve those objectives. We have an experienced local support team, which focuses on case management, account service and client communications. As a member of an elite cadre of firms awarded Platinum status by Equitable Advisors, we also have access to an exclusive network of specialists and resources we can utilize for complex or unique cases. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Paramount Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d PPG-4460183.4 (4/24)(Exp. 4/28)

Company Details

Employees
11
Address
W239 N1700 Busse Road,
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
http://www.paramountfinancialpartners.com
Keywords
Waukesha.
HQ
Waukesha, WI
Competitors
Bell Rock Capital Management LLP, MSC Mediterranean Shipping Company, WEALTHSTONE ADVISORS, Equitable Advisors, River1 Asset Management.
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