mandarin certified financial planner™ (CFP®) Professionals
Paragon Wealth Strategies operates with a simple goal: helping our clients to retire and stay retired. Our team of certified financial planners bring extensive experience servicing a wide variety of clients throughout the Mandarin area. We know finances – and we know how to help you build, sustain, and maximize a nest egg to create the life you want for you and your family.
Whether you are planning a multi-year strategy to reach retirement or seek the confidence to maximize your savings now that you have left the world of active employment, we can help you to reach your goals. Let’s discuss how we can work together to build a life of freedom – in Mandarin or points beyond- on your terms.
Note: Our office is located at 10245 Centurion Pkwy N Ste 106, Jacksonville, FL 32256, though we proudly service clients from all over.
mandarin financial Planning, investment management & more
We offer a full suite of comprehensive services for customers throughout Mandarin, ranging from wealth management advising to devising the right investment management strategy to help you enjoy the nest egg you have saved up. We work hard to understand you as a person and device the unique strategy you need to meet your long-term financial goals in Mandarin. We know that your financial planning will evolve over time based on your needs and unexpected challenges that life can throw your way. Let’s chat today about how we can work together.
more about Our mandarin area team:
Our team of financial advisors are committed to working in the very best interests of our clients, operating as a fiduciary, fee-only Registered Investment Advisor (RIA) firm. Since 2004, we have set out to build a cost-effective alternative to the abuses and conflicts of interest that we have seen too other reflected in our industry.
We pride ourselves as the best financial advisors you will find anywhere near Mandarin. We are beholden only to you and your satisfaction with our handling of your finances. We strive to be partners with you in all that we do and actively map our financial strategies based on your individual needs. Our idea is to be a different kind of firm for the Mandarin area – one focused on servicing our clients as human beings, offering them a holistic wealth management approach uniquely tailored to their specific needs.