Paragon Wealth

Paragon Wealth

Financial Services, 450 East St, Doylestown, Pennsylvania, 18901, United States, 1-10 Employees

paragon-wealth.com

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Who is PARAGON WEALTH

Paragon Wealth Management was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptio...

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  • 450 East St, Doylestown, Pennsylvania, 18901, United States Headquarters: 450 East St, Doylestown, Pennsylvania, 18901, United States
  • 2011 Date Founded: 2011
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Paragon Wealth Org Chart and Mapping

Employees

Lori Carroll

Director of Operations

Ricardo Ferreira

Founding Partner & Portfolio Manager

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Frequently Asked Questions Regarding Paragon Wealth

Answer: Paragon Wealth's headquarters are located at 450 East St, Doylestown, Pennsylvania, 18901, United States

Answer: Paragon Wealth's official website is https://paragon-wealth.com

Answer: Paragon Wealth's revenue is Under $1 Million

Answer: Paragon Wealth's SIC: 6282

Answer: Paragon Wealth has 1-10 employees

Answer: Paragon Wealth is in Financial Services

Answer: Paragon Wealth contact info: Phone number: Website: https://paragon-wealth.com

Answer: Paragon Wealth Management was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer service and individualized account management, our ability to navigate the vast financial landscape is second to none. Since our inception in 2011, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a unique skill set and extensive knowledge to the team. Historically, large investment firms, insurance companies, and multi-national banks have worked on a commission-based, sales-centered system where the client/advisor relationship is muddled with conflicts of interest fueled by corporate incentives to boost the sales of proprietary products. Our mission is to focus solely on the situation of each individual client, provide straightforward independent advice, and offer our clients the flexibility to utilize all of the products available on the market.

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