Navigate Your Financial Future
At Paramount Financial Advisors, LLC, we are dedicated to helping individuals and businesses achieve their financial goals through innovative strategies, solutions, and planning. As a trusted financial partner, we empower our clients to navigate today's complex financial world and achieve financial clarity, security, and overall financial health. Our mission is to provide customized financial solutions that meet the unique needs of each client, from individuals to small and large businesses.
Our Story
Founded by Richard Lange, a seasoned financial expert with over 45 years of business experience, Paramount Financial Advisors, LLC was established to serve a select group of families and businesses. With a deep understanding of the challenges faced by individuals transitioning from work to retirement, Dick founded the company to provide practical advice, real answers, and professional help to those seeking to create a fulfilling post-work life. This mission-driven approach has earned Paramount Financial Advisors, LLC a reputation for excellence and dedication to its clients' success.
Services
Our comprehensive services integrate all aspects of our clients' financial picture, providing financial clarity and multi-generational wealth. We review our clients' wills, estate plans, trusts, taxes, and insurance to create a coordinated plan tailored to their individual and family needs. Whether you're an individual, small business, or large corporation, we offer customized strategies to meet short- and long-term needs.
Expertise
Our team of experts, led by Richard Lange, is dedicated to providing innovative financial solutions through an open and transparent process. We utilize cutting-edge software reports to communicate complex financial concepts and provide unique insights into your current financial situation. Our strategic alliance with Case Central, LLC, a team of CERTIFIED FINANCIAL PLANNERS (CFPs), allows us to leverage their expertise and provide a wealth of industry experience and financial perspective.
Meet Our Team
Our team is led by Richard Lange, a seasoned financial expert with over 45 years of business experience. Richard is a member of the National Ethics Bureau and a past board member of The CEO Council of Tampa Bay. He holds a B.S. degree in economics from Indiana State University and attended the Kellogg Business School at Northwestern University. Richard is also a volunteer marketing director for SCORE in Naples, Florida.
Linda Lange, our Director of Operations, is dedicated to ensuring absolute satisfaction throughout our formal process. Linda is affectionately referred to as "The Bride" by her husband Dick and has a background in operational and managerial positions at RR Donnelley Business Services Division in Chicago and later as the Operations Manager for Donnelley Financial in Philadelphia. She is passionate about providing exceptional client service and is committed to paying it forward through her volunteer work with Golisano Children's Hospital, Barbara's Friends, and Susan G. Komen Foundations.
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