Paragon Advisors, Inc.

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Client Services 

At Paragon Advisors, we understand that wealth creates responsibilities. Managing your assets for the present and future needs of yourself and your family can be onerous at times. Our goal is to relieve some of the burden that this responsibility entails by acting as your personal "chief financial officer." 

The individual attention that we offer to our clients makes it imperative that we keep our client numbers limited. 
Due to the large net worth of Paragon clients, the service provided to each client is highly tailored to each client's particular circumstances. Listed below are core services we provide at Paragon Advisors, Inc. Click on the links to read more about each service.



Net Worth & Cash Flow Analysis

Tax Planning

Investment Planning

Estate Planning

Retirement Planning

Insurance

 



Van Aken District • 3401 Tuttle Road • Suite 290 • Shaker Heights, Ohio 44122
Phone: (216) 491-3990 • Fax: (216) 491-3995

Personalized Wealth Management