Timothy S. Paradis,  CFP<sup>&reg;</sup> - Financial Advisor

Timothy S. Paradis, CFP®

Crestwood Advisors

163 Westport Rd
Wilton, CT 06897-4528
(603) 264-6302

General

Timothy Paradis is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Crestwood Advisors in Wilton, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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