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Why Choose Paddwell Financial

As a highly experienced and dedicated financial advisor, my primary goal is to provide you with personalized financial guidance and support to help you achieve your unique financial objectives. I understand that each client has distinct financial needs, aspirations, and concerns, which is why I take a comprehensive and customized approach to financial planning.

By taking the time to listen and understand your financial situation, future goals, and risk tolerance, I can develop a tailored financial strategy that aligns with your values and priorities. Whether you're seeking assistance with retirement planning, investment management, tax optimization, or estate planning, I will leverage my expertise and knowledge to create a roadmap that addresses your specific needs.

I firmly believe in building long-term relationships based on trust, transparency, and open communication. I am committed to being your trusted advisor, providing ongoing guidance and support as we navigate the complexities of the financial landscape together. With my guidance and expertise, you can gain confidence in your financial decisions, have a clear understanding of your financial plan, and work towards achieving your short-term and long-term financial goals. Together, we will strive to secure your financial future and create a solid foundation for you and your loved ones.

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. "Paddwell Financial LLC" is not affiliated with Kestra IS or Kestra AS. "Paddwell Financial LLC" does not provide legal or tax advice.

 

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for informaiton may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

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