Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Richard H. Paradis
Founder (Retired)
Rich Paradis started R.H. Paradis & Associates in 1981 chasing his dream for building a comprehensive financial planning firm that listens to the needs and concerns of clients and delivers the most current products and solutions....
Steven R. Paradis**
LPL Investment Advisor Representative/President of Heritage Capital Concepts
info@heritagecapitalconcepts.com
Following his father Rich to work Steven was interested and part of the financial world from a young age. Steve joined R.H. Paradis & Assoc. in 1990 as the Operations and Marketing Director. Since joining the firm, Steve has led the...
Jane Paradis
Co-Founder (Retired)
Jane Paradis joined her husband's company R.H. Paradis & Associates in 1983. sharing in his belief of building a firm that provides personal, quality and financial planning services. She has held her insurance license in Colorado for...
Jenny L. Paradis**
LPL Investment Advisor Representative
info@heritagecapitalconcepts.com
Jenny, as an Investment Advisor Representative, works with clients to understand their financial goals and objectives and develops customized retirement and life insurance solutions. Clients of all ages appreciate her ability to...
Ron Cornell
Registered Represenative
A genuine business professional, Ron Cornell, has been in the financial industry for over 35 years. He has always been concerned with the human condition and makes continuing effort to improve his faith, family, and community. He is...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.