Paragon Financial Partners, Inc. is an independent SEC Registered Investment Advisor based out of Los Angeles, California. As an independent advisor, we have no bank, brokerage, insurance, or mutual fund affiliation. Our independence allows us to act in a fiduciary capacity, which obligates us to put our clients' interests above our own.
We believe financial planning goes deeper than investment consulting or asset management. Our clients typically have three primary goals:
• Enjoy the lifestyle they desire.
• Achieve their specific legacy objectives with respect to their heirs and/or their charitable choices.
• Minimize their tax obligation.
Each investor places different emphasis on these three objectives and one of our initial challenges is to identify your unique set of goals and develop a financial life plan accordingly.
Paragon Financial Partners offers a range of services to help compliment your stage in life. These services include:
• Financial Planning
• Investment Management
• Retirement Accumulation and Distribution
• Estate Planning
• Income Tax Awareness
• Education Planning
• Insurance Planning
• Consult and Negotiate Large Purchases (Home, Auto, Business, Etc.)
Additionally, we provide additional coaching and guidance to our clients in specialized and unique ways that go beyond the typical financial planning firm. To learn more about our services and how we can work with you, please give us a call to setup a no-cost consultation.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1901 Avenue Of The Stars, 2nd Floor, Los Angeles,ca 90067,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- paragonfinancialpartners.com
- Keywords
- Divorce Financial Planning, Business Coaching and Consulting, Philanthropic Planning, Social Security Income Planning.
- HQ
- Los Angeles, CA
- Competitors
- Exterior Washing Services, The Property Groomers, LLC, Exterior Cleaning Experts LLC, South Texas Carpet & Flooring, Travis Roofing Supply, Columbus, Property Washers, ADVANCED TECHNOLOGY ENGINEERING GROUP, LLC, Texas Affordable Flooring, Exterior Solutions USA, Storm Guard Roofing and Construction of Columbus OH.
Paragon Financial Partners Questions
Paragon Financial Partners's website is paragonfinancialpartners.com
Paragon Financial Partners's LinkedIn profile is https://www.linkedin.com/company/paragon-financial-partners
Paragon Financial Partners has
3 employees.
View email and phone details for 3
employees at Paragon Financial Partners.
Paragon Financial Partners's industry is
Financial Services
Paragon Financial Partners's top competitors are
Exterior Washing Services,
The Property Groomers, Llc,
Exterior Cleaning Experts Llc,
South Texas Carpet & Flooring,
Travis Roofing Supply, Columbus,
Property Washers,
Advanced Technology Engineering Group, Llc,
Texas Affordable Flooring,
Exterior Solutions Usa,
Storm Guard Roofing And Construction Of Columbus Oh.
Paragon Financial Partners's categories are Financial Services
Paragon Financial Partners's founding year is 2009
