Paragon Advisors, Inc. - Shaker Heights, Ohio

Paragon Advisors, Inc.: A Comprehensive Overview

For individuals and families seeking expert financial advisory services, Paragon Advisors, Inc. presents a compelling option. Located at 3401 Tuttle Rd Garage Level 2, Tower C, Shaker Heights, OH 44122, this firm offers a focused approach to wealth management and strategic financial planning. Their commitment to personalized service and a comprehensive understanding of client needs distinguishes them within the competitive financial landscape. Contacting Paragon Advisors at 2164913990 or visiting their website at paragonadvisors.net provides convenient access to information and initial consultations.

About Paragon Advisors, Inc.

Paragon Advisors, Inc. operates as a dedicated financial advisor firm. They specialize in guiding clients through various stages of their financial lives, from retirement planning and investment management to estate planning and tax optimization. The firm’s philosophy centers around building long-term relationships based on trust and transparency. They prioritize a deep understanding of their clients’ unique circumstances, risk tolerance, and financial goals. Paragon Advisors distinguishes itself by offering tailored strategies, moving beyond generic investment recommendations to develop bespoke plans that align precisely with client objectives. Their team possesses a strong understanding of market dynamics and regulatory changes, ensuring clients benefit from informed and proactive advice.

Location and Accessibility

The firm’s physical address is 3401 Tuttle Rd Garage Level 2, Tower C, Shaker Heights, OH 44122. This location provides a professional and accessible environment for client meetings. Importantly, Paragon Advisors has invested in ensuring inclusivity and accessibility for all visitors. The facility boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a commitment to accommodating individuals with mobility challenges. These features contribute significantly to a positive and comfortable experience for every client.

Key Services Offered

• Investment Management: Paragon Advisors offers a range of investment management services, including portfolio construction, asset allocation, and ongoing monitoring. They utilize a diversified approach to mitigate risk and pursue sustainable growth.
• Retirement Planning: They assist clients in developing comprehensive retirement plans, considering factors such as income needs, tax implications, and desired lifestyle.
• Estate Planning: Paragon Advisors collaborates with estate planning attorneys to help clients establish strategies for transferring assets efficiently and minimizing estate taxes.
• Tax Optimization: The firm provides guidance on tax-efficient investment strategies and planning techniques.
• Financial Planning: Comprehensive financial planning encompassing budgeting, cash flow management, and goal setting.

Their approach emphasizes a holistic view of a client's financial situation, integrating all areas of wealth management to achieve optimal results. They leverage sophisticated analytical tools and research to inform their recommendations.

Client Feedback and Reputation

Currently, Paragon Advisors, Inc. has 0 reviews on Google My Business, reflecting a nascent stage in public feedback. The average opinion, as indicated, is 0/5, signifying a lack of readily available client testimonials. This does not necessarily reflect the quality of service offered, but rather the limited visibility of their online presence and client reviews. It’s recommended to actively seek out client feedback and encourage satisfied clients to share their experiences to build a stronger reputation.

Contact Information

For inquiries or to schedule a consultation, prospective clients can reach Paragon Advisors, Inc. by phone at 2164913990 or by visiting their website at paragonadvisors.net. The website provides detailed information about the firm’s services, team members, and investment philosophy.

Conclusion

Paragon Advisors, Inc. represents a dedicated financial advisor firm committed to providing personalized and strategic financial guidance. Despite a currently limited online presence and lack of reviews, their focus on client relationships, accessibility, and a comprehensive service offering positions them as a potentially valuable resource for individuals seeking expert financial assistance. Further investigation and direct engagement are encouraged to assess whether their services align with specific financial needs and aspirations. The accessible facilities further enhance their appeal.