Feedback from our “para-pals”

  • "I was hesitant about outsourcing our paraplanning initially. But now, I can't imagine our process without Para-pal. Their precision, dedication, and timely deliveries have truly transformed the way we work."

    — G Randall (Legacy Planning)

  • “Working with Lauren has dramatically changed the efficiency within our business. Her knowledge and her communication is second to none in all aspects of financial planning, and her willingness to help over and above her normal responsibility is testament to her work ethic. "

    — Darren (Grey Parrot Financial Planning)

  • "As a solo adviser, having Para-pal handle my paraplanning has been invaluable. Their attention to detail, swift response times, and consistency have allowed me to focus on what I do best - advising clients."

    — T Ransom (Ransom IFA)