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Paragon Financial Advisors - Business Information

Finance · Massachusetts, United States · <25 Employees

At Paragon Financial, our clients come to us with different needs, circumstances and levels of financial knowledge. But the one thing they all want is an advisor they can trust to offer unbiased expert advice for achieving their personal goals throughout their lifejourney. Realizing this, Paragon Financial offers highly personalized, fee-only financial planning. We meet you where you are now, planning for whatever short and long-term goals you have while offering whatever education you need to make informed decisions. We look at your planning from a holistic perspective, covering everything from tax implications to mortgage solutions. We listen to your unique concerns and challenges, and factor them all into our discussions. We're an advisor, soundboard and educator. But most of all, we're a dedicated partner who cares about your success and is always here to help you, no matter where life takes you.Read More

Contact

Who is Paragon Financial Advisors

undefined Headquarters

Headquarters

831 Beacon St Ste 320, Newton Center, Massachusetts, 02459, United States
Phone Number

Phone Number

(617) 641-2446
undefined Revenue

Revenue

<$5M
Industry

Industry

Popular Searches

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SIC Code 62,628
NAICS Code 52,523

Top Competitors of Paragon Financial Advisors

Paragon Financial Advisors Org Chart

View Paragon Financial Advisors org chart to access information on key employees and get valuable insights about Paragon Financial Advisors organizational structure. The organizational chart highlights the reporting lines within the company, starting with the top decision makers: Dana Levit, Owner, President, Principal, and more..

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Dana Levit
Dana Levit

Owner, President, Principal

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PhonePhoneEmailEmail

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Paragon Financial Advisors Email

Frequently Asked Questions regarding Paragon Financial Advisors

Where is Paragon Financial Advisors located?
Paragon Financial Advisors's headquarters are located at 831 Beacon St Ste 320, Newton Center, Massachusetts, 02459, United States
What is Paragon Financial Advisors's phone number?
Paragon Financial Advisors's phone number is (617) 641-2446
What is Paragon Financial Advisors's official website?
Paragon Financial Advisors's official website is www.paragonfinancialadvisors.com
What is Paragon Financial Advisors's Revenue?
Paragon Financial Advisors's revenue is <$5 Million
What is Paragon Financial Advisors's SIC code?
Paragon Financial Advisors's SIC: 62,628
What is Paragon Financial Advisors's NAICS code?
Paragon Financial Advisors's NAICS: 52,523
How many employees does Paragon Financial Advisors have?
Paragon Financial Advisors has <25 employees
What industry does Paragon Financial Advisors belong to?
Paragon Financial Advisors is in the industry of: Finance General, Finance
What is Paragon Financial Advisors competition?
Paragon Financial Advisors top competitors include: Commencement Financial Planning LLC, Financial Strategies Inc, HC Financial Advisors Inc, Alliance Wealth Advisors LLC
How do I contact Paragon Financial Advisors?
Paragon Financial Advisors contact info: Phone number: (617) 641-2446 Website: www.paragonfinancialadvisors.com
What does Paragon Financial Advisors do?

At Paragon Financial, our clients come to us with different needs, circumstances and levels of financial knowledge. But the one thing they all want is an advisor they can trust to offer unbiased expert advice for achieving their personal goals throughout their life journey. Realizing this, Paragon Financial offers highly personalized, fee-only fina... ncial planning. We meet you where you are now, planning for whatever short and long-term goals you have while offering whatever education you need to make informed decisions. We look at your planning from a holistic perspective, covering everything from tax implications to mortgage solutions. We listen to your unique concerns and challenges, and factor them all into our discussions. We're an advisor, soundboard and educator. But most of all, we're a dedicated partner who cares about your success and is always here to help you, no matter where life takes you.Read More

Is Paragon Financial Advisors a public company?
Paragon Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Paragon Financial Advisors