Paragon Financial Advisors is a trusted fee-only financial planning firm based in Newton, MA, offering personalized and unbiased advice to clients at every stage of their life journey. With over 25 years of experience, they provide comprehensive expertise in retirement planning, investment counseling, tax strategies, insurance counseling, education planning, and estate planning, among other services.
As a licensed fiduciary planner, Paragon Financial is committed to working in the best interest of their clients, ensuring unbiased advice and a holistic approach to financial planning. Their noticeable difference lies in their genuine enthusiasm for helping clients succeed, making financial planning both fun and inspiring. With a personalized approach tailored to individual needs, they provide clear education, valuable insights, and a well-thought-out strategy for achieving financial goals.
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