Paragon Financial Partners is a financial advisory firm based in Woodland Hills, CA, offering expert financial advice and customized strategies for long-term monetary growth to both businesses and individuals. With a focus on preparing clients for life's challenges, they provide a wide range of financial planning services, wealth management, and specialized solutions to help clients achieve their goals and build a secure financial future.
With a philosophy of living for today while planning for tomorrow, Paragon Financial Partners is dedicated to empowering clients through life transitions. Their team of professionals takes on the responsibility of managing investment portfolios, allowing clients to focus on other aspects of their lives. Committed to providing expertise beyond typical service offerings, they assist clients in navigating special situations and offer guidance on retirement plans, tax-loss harvesting, and the latest changes impacting retirement accounts.
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