Paragon Capital Management - Denver, Colorado

Paragon Capital Management: Un Servicio de Asesoramiento Financiero de Excelencia

Dirección: North Tower, 999 18th St #1401, Denver, CO 80202

Teléfono: 32933680

Sitio web: paragoncapitalco.com

Especialidades:

Asesoramiento financiero
Asesoramiento financiero
Servicio de inversiones

Horarios de citas en línea
Servicios en sitio
Asistencia en idiomas
Entrada y estacionamiento accesible para sillas de ruedas
Estacionamiento para sillas de ruedas accesible
Baño accesible para sillas de ruedas
Restaurante
Amigable con la comunidad LGBTQ+
Necesitamos una cita
Se recomienda hacer una cita
Estacionamiento pago
Estacionamiento de garaje pago
Estacionamiento de la calle pago

Opiniones:

Esta empresa tiene 15 reseñas en Google My Business.

Opinión media: 5/5.

Características y servicios

Paragon Capital Management es un servicio de asesoramiento financiero con sede en Denver, CO. La empresa ofrece una variedad de servicios, incluyendo asesoramiento financiero y asesoramiento financiero. Los clientes pueden programar citas en línea o en persona y la empresa ofrece asistencia en varios idiomas. El edificio se encuentra con acceso accesible para sillas de ruedas y el estacionamiento es accesible para sillas de ruedas. La empresa también cuenta con un restaurante y es amigable con la comunidad LGBTQ+.

Recomendación

Si estás buscando un servicio de asesoramiento financiero confiable y de alta calidad, Paragon Capital Management es una excelente opción. Con su ubicación en el corazón de Denver y sus servicios accesibles para todos, es la empresa perfecta para aquellos que buscan obtener orientación financiera. No dudes en contactarlos a través de su sitio web para programar una cita y descubre cómo pueden ayudarte a alcanzar tus objetivos financieros

👍 Reviews of Paragon Capital Management

Brett R.

5/5

Paragon has exceeded my expectations in every way from the services they provide to the quality and responsiveness of my advisor whom I've found both knowledgeable and extremely helpful.
I especially value the way my advisor took the time to understand my situation and goals and then created a plan to meet them - a plan he explained clearly in a way that allowed me to easily grasp both why it was appropriate and how it would work to help me fulfill my goals. And it has done just that. Of course, he was always available to meet to update the plan if my needs or the economic situation changed.
I also find their quarterly reports with a detailed review of my portfolio's performance against various benchmarks and their insightful analysis of the broader economic landscape especially helpful.
One last thing. The tools Paragon uses to predict how savings will last into retirement at specific spending levels has given me even more confidence in my financial plan and has allowed me to enjoy life more fully.
I feel fortunate to be working with Paragon Financial Management. I highly recommend them.

Christopher M.

5/5

Paragon Capital Management has been an absolute pleasure to work with. Their team is professional, knowledgeable, and truly puts their clients first. They took the time to understand my financial goals and have consistently exceeded my expectations with their strategic approach. Communication is always timely and transparent, and I appreciate their dedication to helping my family make informed decisions. Highly recommend for anyone looking for a trusted wealth management partner!

jackie A.

5/5

We began working with Paragon Capital Management over 30 years ago. As our financial goals changed with our family needs, retirement, estate planning, we have enjoyed an excellent relationship focused on our vision, economic factors and market conditions. Insightful discussions helping us make best choices. Excellent reporting, detailed oversight where needed. Availability, comprehensive information and a personal approach for our family. I would, and have, unconditionally recommend the firm.

Mike W.

5/5

I moved my entire portfolio to Paragon a couple of years ago. I have never regretted that decision. The entire group is very responsive and very easy and enjoyable to work with. Besides saving me money on their fees my portfolio has been on a steady rise. The quarterly reports I get are a source of good information and the direction Paragon is taking to stay up and ahead of the rapidly changing markets. There are many reasons Paragon Capital Management is climbing the CNBC Top-Rated Financial Advisory Firms!

Greg W.

5/5

I have been a Paragon Capital Management customer for 35+ years. The entire team at Paragon is absolutely outstanding. The level of personalized service, responsiveness, care and portfolio performance is nothing but remarkable. They are truly the best in the business and have become part of our family.

bev S.

5/5

For 20+ years Paragon has done an unparalleled job managing my investments, building wealth, and helping me navigate life changes. They've given me security and peace of mind over this time--which is priceless. They have great tools for planning and modeling so it's easy to assess different scenarios and make strategic decisions.Their tax and estate planning are invaluable. They've gone above and beyond with other family matters including help with a parent's estate and kids' accounts. They are a committed and trusted source for full service, personalized wealth management--a huge asset.

Lorne R.

5/5

We have been supported and served by Paragon for 30 years. The hand off between our tenured advisor / co founder ,who retired, to our new advisor / partner was seamless and impressive. The value is exceptional in every way. Outstanding insights and counsel and proactive care. Highly endorsed and recommended!! Congrats to Shaun Williams , and Team Paragon.

Jarrett A.

5/5

I have been working with Paragon Capital Management for 25 years. They have been a great partner for our long-term strategy for our Investment Strategy and now they also support the next generation with our grown adult kids now. Thanks to their support over our full career and approaching retirement years. We highly recommend them!