Paradigm Wealth Strategies Inc., filed under the status of Florida.Models.Dos.FloridaCompanyStatus, is a distinguished entity incorporated in West Palm Beach, Florida, on October 10, 2013. Headquartered at 1625 N. Commerce Pkwy, Weston, FL, it operates primarily within the insurance industry, with James D. Mokry serving as an agent licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated companies in Texas, Ohio, and Idaho.
Paradigm Wealth Strategies Inc. focuses on providing comprehensive financial planning services, recognizing that achieving long-term financial goals requires meticulous planning. Whether the aim is funding education, securing family protection plans during working years, or ensuring retirement stability, their approach involves detailed strategizing to meet those objectives. The company ensures its expertise in financial planning by connecting potential clients with experienced registered representatives proficient in identifying individual needs and recommending suitable insurance products.
The firm's operational scope includes conducting business within specific jurisdictions—Texas, Ohio, and Idaho—and it strictly adheres to legal frameworks regarding the collection and sharing of client information, including transaction data and health information, when applicable. This sensitive data may be shared with affiliates or service providers only under circumstances permitted by law, ensuring compliance and maintaining high ethical standards.
Paradigm Wealth Strategies Inc. maintains an active status in Broward County, Florida, with its latest annual report filed on March 6, 2024 (year 2024). The company's operations are guided by its leadership, notably President Armando Blondin, who oversees strategic directions and corporate governance. For more detailed information about their offerings or to inquire directly, stakeholders can visit their website at paradigmwealthstrategies.com or contact them via various phone numbers.
KEY FACTS ABOUT PARADIGM WEALTH STRATEGIES INC
-
US Businesses
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Companies in Florida
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Broward County Companies
- Company name
- PARADIGM WEALTH STRATEGIES INC
- Status
- Active
- Filed Number
- P13000083577
- FEI Number
- 41-2181612
- Date of Incorporation
-
October 10, 2013
Age - 12 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://paradigmwealthstrategies.com
- Phones
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(210) 695-8774
(210) 267-1917
(361) 994-1000
(361) 876-4675
(800) 695-4331
PARADIGM WEALTH STRATEGIES INC NEAR ME
- Principal Address
- 1625 N. COMMERCE PKWY,
215,
WESTON,
FL,
33326
See Also