Paragon Advisors
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
3401 Tuttle Rd Ste 290, Shaker Heights, ...Phone Number
(216) 491-3990Website
www.paragonadvisors.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
2
2
2
1
About Paragon Advisors
Founded in 1996, Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. The company's goal is to organize and centralize your financial matters, to provide ongoing review and monitoring of your financial assets, and to develop and implement wealth maximizing and tax minimizing strategies. An array of financial products and legal documents form the interlocking fabric of your financial life.Knowledge of the agreements made and the vision conceived in one arena, such as estate planning, is crucial to building solutions in the other areas. his is the value added by a firm such as ours. hrough active listening and the company's consistent display of integrity, the company has built longstanding relationships with families such as yours. The company's organization is founded on a few core principles:professionalism, communication, and trust. The company's professionalism is reflected in the fact that fully half of theRead more
Paragon Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Paragon Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Paragon Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Paragon Advisors.
Paragon Advisors Tech Stack
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Founded in 1996, Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. The company's goal is to organize and centralize your financial matters, to provide ongoing review and monitoring of your financial assets, and to develop and implement wealth maximizing and tax minimizing... Read More
