Paragon Planners
Likely to Engage tag.Highly Engaged Employees

Advertising Networks · Oregon, United States · 51-200 Employees

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Overview

Headquarters

19672 Sun Cir, West Linn, Oregon, 97068,...

Phone Number

(503) 635-6049

Revenue

$18.2 Million

Industry

Advertising Networks Business Services Call Centers & Business Centers
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
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1

About Paragon Planners

Paragon Planners specializes in providing appointment setting, territory management, event planning, marketing, virtual assistants, and sales support services tailored for professionals in the financial industry. Established in 2002, the company focuses on enhancing business efficiency and client relationships for financial wholesalers and advisors. With a commitment to confidentiality and compliance, Paragon Planners aims to be a trusted partner in achieving clients' goals. Their dedicated team is known for customizing services to meet individual client needs and fostering long-term loyalty.Explore more
Paragon Planners's Social MediaPopular SearchesParagon PlannersParagon Planners & Associates IncParagon Planners & AssociatesParagon Planners IncParagon Planners And AssociatesSIC Code 87,874NAICS Code 54,541Show more

Paragon Planners Org Chart

TG
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Co-Founder & Chief Executive Officer

PhoneEmail
ES
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Account Director, Business Development

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
LC
United States flag for contact location.

Director, Hiring

PhoneEmail
ML
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Director, Employee Relations

PhoneEmail
SS
United States flag for contact location.

Schedulimg Director

PhoneEmail

PhoneEmail
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SL
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Senior Relationship Manager

PhoneEmail
JN
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Client Services Analyst & Manager

PhoneEmail

PhoneEmail
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Compare Similar Companies to Paragon Planners

Compare insights from companies similar to Paragon Planners, 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 Planners

$18.2M
51-200
Private
<$5M
2002
TG
Trina GardnerCo-Founder & CEO
$16.5M
51-200
Private
-
1996
Julie Threewit, President & Chief Executive Officer at The Appointment Biz
Julie ThreewitPresident & CEO
$16.3M
51-200
Private
-
1984
JO
John O'BrienVice President
$5.3M
11-50
Private
-
1997
<$5M
11-50
Private
<$5M
2008
<$5M
11-50
Private
-
2007
CM
Cruz MegeffChief Operations Officer
<$5M
1-10
Private
-
2005
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Paragon Planners financials insights

Gather financial insights about Paragon Planners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$318K

See All Paragon Planners's Financials Insights

Paragon Planners Tech Stack

A closer look at the technologies used by Paragon Planners

Top Advertising Networks Companies

Frequently Asked Questions Regarding Paragon Planners

What is Paragon Planners's official website?
Paragon Planners's official website is www.paragonplanners.com
What is Paragon Planners's Revenue?
Paragon Planners's revenue is $18.2 Million
What is Paragon Planners's SIC code?
Paragon Planners's SIC: 87,874
What is Paragon Planners's NAICS code?
Paragon Planners's NAICS: 54,541
How many employees does Paragon Planners have?
Paragon Planners has 51-200 employees
What industry does Paragon Planners belong to?
Paragon Planners is in the industry of: Advertising Networks, Business Services, Call Centers & Business Centers
What is Paragon Planners competition?
Paragon Planners top competitors include: The Appointment Biz, Paper Culture, Admin Outsource, Dragon Financial
What technology does Paragon Planners use?
Some of the popular technologies that Paragon Planners uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Paragon Planners?
Paragon Planners contact info: Phone number: (503) 635-6049 Website: www.paragonplanners.com
What does Paragon Planners do?

Paragon Planners specializes in providing appointment setting, territory management, event planning, marketing, virtual assistants, and sales support services tailored for professionals in the financial industry. Established in 2002, the company focuses on enhancing business efficiency and client relationships for financial wholesalers and advisors... . With a commitment to confidentiality and compliance, Paragon Planners aims to be a trusted partner in achieving clients' goals. Their dedicated team is known for customizing services to meet individual client needs and fostering long-term loyalty.Read More

What are Paragon Planners social media links?
Paragon Planners Linkedin page Paragon Planners Twitter page Paragon Planners Facebook page
Who invested in Paragon Planners?
Paragon Planners has 2 investors including PPP and PPP.
Is Paragon Planners a public company?
Paragon Planners is private company therefore does not currently have an official ticker symbol
See more information about Paragon Planners

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