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
Paragon Retirement Planning, Inc.
By the Numbers
-
Total Assets Under Management40MILLION
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Total Number of Accounts100ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Paragon Retirement Planning, Inc.
1
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 (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.
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