Steve Pontello

Financial Planning Associate at Paradigm Financial Advisors - Des Peres, MO, US

Steve Pontello's Colleagues at Paradigm Financial Advisors
Jennifer Burleson

Client Service Associate

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Andrea Breeden

Client Coordinator

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Darrell Smith

Financial Advisor

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Brett Longenecker

Vice President

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Brian Drury

Marketing Director

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Krisha Kozlowski

Tax Planning Manager

Contact Krisha Kozlowski

Zach Bradford

Wealth Advisor

Contact Zach Bradford

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Steve Pontello's Contact Details
Email (Verified)
***@pfaclient.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
314-966-3400
Location
Wentzville, Missouri
Company
Paradigm Financial Advisors
Steve Pontello's Company Details
Paradigm Financial Advisors logo, Paradigm Financial Advisors contact details

Paradigm Financial Advisors

Des Peres, MO, US • 20 - 49 Employees
Financial Services

A "fee-only"​ Registered Investment Advisory FirmParadigm Financial Advisors, LLC, is an SEC Registered Investment Advisor located in Des Peres, Missouri. We provide comprehensive Wealth Management services for our clients. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income tax planning, and retirement goals. All recommendations are based solely on your specific needs, circumstances and goals. We serve our clients in a fiduciary capacity and pledge to act in our clients' best interest at all times. Assets are managed in a prudent, disciplined fashion with emphasis placed on risk management, low cost and consistent results.

Fee-Only Financial Planning Wealth Management Estate Planning Tax Planning Estate Planning
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Frequently Asked Questions about Steve Pontello
Steve Pontello currently works for Paradigm Financial Advisors.
Steve Pontello's role at Paradigm Financial Advisors is Financial Planning Associate.
Steve Pontello's email address is ***@pfaclient.com. To view Steve Pontello's full email address, please signup to ConnectPlex.
Steve Pontello works in the Financial Services industry.
Steve Pontello's colleagues at Paradigm Financial Advisors are Jennifer Burleson, Andrea Breeden, Darrell Smith, Brett Longenecker, Brian Drury, Krisha Kozlowski, Zach Bradford and others.
Steve Pontello's phone number is 314-966-3400
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