Paragon Financial Services

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

3761 Westerre Pkwy Ste H, Richmond, Virg...

Phone Number

(804) 673-8888

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1

About Paragon Financial Services

Paragon Financial Services is a financial planning and investment firm based in Richmond, Virginia, dedicated to empowering clients to live richly through a unique panoramic advice process known as The VantagePoint FORMula. The firm focuses on building meaningful partnerships with clients who value proactive advice, providing clarity and confidence about their financial futures. With a commitment to integrity and a warm, welcoming environment, Paragon aims to change the way individuals view their money and enjoy their financial journey. Their services are designed to support clients today, tomorrow, and well into the future.Explore more
Paragon Financial Services's Social MediaPopular SearchesParagon Financial ServicesParagon Commercial BankParagon Financial Services IncParagon FinancialParagon Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

Paragon Financial Services Org Chart

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Financial Advisor Head of Portfolio Managemen...

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Principal, Financial Advisor and LPL Branch M...

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Compare Similar Companies to Paragon Financial Services

Compare insights from companies similar to Paragon Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paragon Financial Service...

<$5M
11-50
Private
-
1991
AK
Amy KempFinancial Advisor Head of Portfolio Management
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
<$5M
11-50
Private
-
2013
Frederick Miller, Managing Director at Shorebridge Wealth Management
Frederick MillerManaging Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Paragon Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Paragon Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Paragon Financial Services.

Paragon Financial Services Tech Stack

A closer look at the technologies used by Paragon Financial Services

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Frequently Asked Questions Regarding Paragon Financial Services

What is Paragon Financial Services's official website?
Paragon Financial Services's official website is www.paragonfinancial.com
What is Paragon Financial Services's Revenue?
Paragon Financial Services's revenue is <$5 Million
What is Paragon Financial Services's SIC code?
Paragon Financial Services's SIC: 62,628
What is Paragon Financial Services's NAICS code?
Paragon Financial Services's NAICS: 52,523
How many employees does Paragon Financial Services have?
Paragon Financial Services has 11-50 employees
What industry does Paragon Financial Services belong to?
Paragon Financial Services is in the industry of: Finance, Securities Trading
What is Paragon Financial Services competition?
Paragon Financial Services top competitors include: Chapman & Cardwell Capital Management, Ascential Wealth, Heisten Financial, Raymond James Financial
What technology does Paragon Financial Services use?
Some of the popular technologies that Paragon Financial Services uses are: WordPress.org, PHP, Proofpoint, Google Cloud Web Serving
How do I contact Paragon Financial Services?
Paragon Financial Services contact info: Phone number: (804) 673-8888 Website: www.paragonfinancial.com
What does Paragon Financial Services do?

Paragon Financial Services is a financial planning and investment firm based in Richmond, Virginia, dedicated to empowering clients to live richly through a unique panoramic advice process known as The VantagePoint FORMula. The firm focuses on building meaningful partnerships with clients who value proactive advice, providing clarity and confidence... about their financial futures. With a commitment to integrity and a warm, welcoming environment, Paragon aims to change the way individuals view their money and enjoy their financial journey. Their services are designed to support clients today, tomorrow, and well into the future.Read More

What are Paragon Financial Services social media links?
Paragon Financial Services Linkedin page
Is Paragon Financial Services a public company?
Paragon Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Paragon Financial Services

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