Paragon Financial Advisors

www.paragon-adv.com

Paragon Financial Advisors is a client-focused team of wealth management professionals that works in an efficient and collaborative manner to integrate our individual expertise with each client’s goals and objectives. Our team consists of professionals that specialize in financial planning, wealth management, investment management, trust services, and client relations to provide you with the best possible care. We will take the time to know you both individually and financially and will find ways to integrate your preferences into your investment portfolio. At Paragon Financial Advisors, our team’s main goal is to ensure you meet your needs and achieve your goals and dreams. We are a registered investment advisor (RIA) fee-only advisory firm.

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Paragon Financial Advisors is a client-focused team of wealth management professionals that works in an efficient and collaborative manner to integrate our individual expertise with each client’s goals and objectives. Our team consists of professionals that specialize in financial planning, wealth management, investment management, trust services, and client relations to provide you with the best possible care. We will take the time to know you both individually and financially and will find ways to integrate your preferences into your investment portfolio. At Paragon Financial Advisors, our team’s main goal is to ensure you meet your needs and achieve your goals and dreams. We are a registered investment advisor (RIA) fee-only advisory firm.

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Country

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Employees

1-10

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Founded

2007

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Vice President of Financial Planning

    Email ****** @****.com
    Phone (***) ****-****
  • President and Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Partner and Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Manager

    Email ****** @****.com
    Phone (***) ****-****

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