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Paragon Wealth Management
515 North Main Street, Doylestown, Pennsylvania 18901
About the Paragon Wealth Management
Paragon Wealth Management is a leading finance institution located at 515 North Main Street in Doylestown, Pennsylvania, United States. With a team of experienced professionals, Paragon Wealth Management offers a wide range of financial services to help clients achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Paragon Wealth Management provides personalized solutions tailored to your individual needs. Trust in Paragon Wealth Management to guide you towards financial success and security.
Photos of Paragon Wealth Management
515 N Main St 1st Floor, Doylestown, PA 18901, United States
Opening hours of Paragon Wealth Management
Monday:
09:00 - 20:00
Tuesday:
09:00 - 20:00
Wednesday:
09:00 - 20:00
Thursday:
09:00 - 20:00
Friday:
09:00 - 20:00
Saturday:
Closed
Sunday:
Closed
Reviews of Paragon Wealth Management
"Financial planning is an essential step towards achieving long-term financial goals, securing retirement, and ensuring financial stability. I've had great experience with these folks and now have the opportunity to expand my goals. 5-star experience!"
"We have been clients of Paragon wealth management for 7-8 years now and are very happy with their customer service and more importantly the results we have seen overall. They schedule regular check-in visits that can be done virtually or in-person at their Doylestown office and use LPL software to manage your account. They also host a few events a year for their clients to go over a broad scale “state of the economy and future outlook” for everyone. Charlie, Ricardo and John are all extremely knowledgeable, readily available for any questions and extremely professional in their approach. They really make a great team that you can feel confident working with"
"My husband passed away suddenly last year. We did not have a financial planner. I ended up going to Paragon. I couldn't have made a better decision. Charlie, Ricardo, Lori and Jonathan were wonderful to work with. Very caring and patient with me since this was all new to me. They took the time to explain everything and made sure I understood it and was comfortable. I feel confident that my finances are in very good hands. If I need anything I just call them and they are always more than happy to help. I highly recommend Paragon!"
"Charlie, Ricardo and Lori have all been an absolute pleasure to work with over the years. Trust is an important issue when dealing with your future and my family and I have the utmost trust in this team at Paragon. I would highly recommend Paragon Wealth Management."
"One of the best qualities about Phil is that it is evident he truly cares about what is in our best interest, no matter what we throw at him. He understands all financial situations and listens! Phil is always accessible and will meet to continually keep you updated on your current status. We feel as if he is family, looking out for our well-being."
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