Scottsdale, AZ – May 28, 2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, is pleased to announce the opening of its newest office in Scottsdale, Arizona. This expansion underscores the firm’s commitment to providing exceptional financial services and personalized guidance to clients in the Scottsdale community and beyond.
The Scottsdale office is led by Patricia Steward, CPA/PFS, an esteemed financial advisor. With an illustrious career spanning over 40 years, Pat brings unparalleled expertise in tax planning, estate planning, and wealth management to her role.
“I am thrilled to spearhead Paraklete® Financial’s presence in Scottsdale and continue our mission of delivering excellence in financial services,” said Pat Steward. “Our goal is to empower individuals, families, and businesses with the knowledge and strategies they need to achieve their financial goals and thrive in today’s complex financial landscape.”
The Scottsdale office will offer a comprehensive range of financial services, including unbundled virtual family office services and integrated personal financial planning services. Clients can expect personalized attention and tailored solutions to meet their unique financial needs and goals.
Paraklete Financial, Inc. is a leading financial advisory firm dedicated to providing unbundled virtual family office services as well as integrated personal financial planning services to individuals, families, and businesses. With a commitment and focus on integrity, transparency, and personalized service, Paraklete Financial, Inc. helps clients navigate their financial journey with confidence and peace of mind.
For media inquiries, please contact:
Susan Tillery
CEO & President
stillery@parakletefinancial.com
