Paragon Retirement Planning, Inc.

Paragon Retirement Planning, Inc. (CRD# 284630) is a financial advisory firm headquartered in Troy, MI. They manage $40,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 East Big Beaver, Troy, MI 48083
http://www.paragonretirementplanninginc.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Paragon Retirement Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Stavale, financial advisor Troy MI
Daniel M. Stavale
CRD#: 2768088
200 East Big Beaver, Troy, MI 48083

Daniel Stavale (CRD# 2768088) is an Investment Advisor Representative working at Paragon Retirement Planning, Inc. in Troy, MI and has over 15 years of experience in the finance industry.

2
Theresa Collins, financial advisor Troy MI
Theresa L. Collins
CRD#: 7880773
200 East Big Beaver, Troy, MI 48083

Theresa Collins (CRD# 7880773) is an Investment Advisor Representative working at Paragon Retirement Planning, Inc. in Troy, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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