Paradigm Financial Group, Inc. Arrandale Blvd, Exton, Pennsylvania

Paradigm Financial Group, Inc. Reviews

4.3 stars based on 10 reviews

Featured Comments:

• M

  MaryAnn Columbus

  5.0

  Great couple guys reviewed the ins and outs of college financing. I need to know more.

• B

  Baskar Kuthupady

  1.0

  Excellent presentation but after I signed up I did not get any valuable inputs/suggestions. I felt they were more focused on trying to sell their insurance, lot of unanswered questions. You are off their call/appointment list if you are not interested in buying their insurance. Absolute waste of time and money, I wouldn't recommend them to anyone.

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  Response from the owner

  Mr. Kuthupady, Thank you for voicing your concern. To address the issue, our CEO will follow up with you personally.

• C

  Candice Donnelly-Knox

  1.0

  I first saw John's presentation at Boyertown Area Senior High. Because I had further questions about our college planning, I booked my free consultation, where I was told I'd be a good candidate for their company to help me with college/retirement planning. I felt my first 2 meetings with the planner were helpful, but then when I pushed back because I didn't like the singular plan we were presented with and wanted to see another option or two in order to decide what would be best for our family, I received no response. I think this company has a standard plan that they present to families and if you have any financial goals other than to pay for college and plan for retirement (i.e. you want to buy a house, you want to travel, etc.) those are not considered. I don't believe there is support for that. When I was put in touch with an associate for follow up information, I reached out first explaining my situation and questions so there could be a focused, strategic conversation. The response I received was "Wow, a lot going on here....let me get back to you." And then no response. I was so discouraged. I have emailed my planner, with no response. I have emailed another individual in the office expressing my dissatisfaction and there has been no response. I am disappointed, to say the least. I spent a lot of money with the impression that this would be a collaborative effort to financially plan for our future and I am just left with the feeling that because I didn't follow what they said (after them knowing me for maybe 3 hours of my life), I was written off a client not at all worth their time. I would not recommend using this company's services ever.

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