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Paramount Financial

Headquartered in DANVERS, MA

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Firm Information

Paramount Financial is an investment advisor that provides a range of services to individuals, including financial planning, educational seminars, and portfolio management. The firm manages approximately $18.3 million in assets for 93 individual clients. Paramount Financial is headquartered in Massachusetts and has a team of 3 licensed agents and 4 investment advisor representatives.

Paramount Financial

$18.34M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets held away

Assets held away

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PARAMOUNT FINANCIAL has a total of 1 branch locations across the country.
location

DANVERS, MA

Advisors at Paramount Financial

View All 3 Advisors
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Robert A Prousalis

RA

DANVERS, MA

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Nancy Elizabeth Bissel

RA

DANVERS, MA

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David William Belisle

RA

DANVERS, MA

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Disclosures

There are no public disclosures for Paramount Financial.

Frequently Asked Questions (6)

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