Paragon Planners And Associates

Paragon Planners specializes in appointment setting, territory management and sales support for professionals in the financial industry.

Since 2002, Paragon Planners continues to stand above the rest in the financial wholesaling and financial advisor industry.We provide business and territory management solutions to exclusively fit your individual goals. Paragon Planners consists of experienced professionals with a "hands on" approach to support you. Paragon Planners understands your needs and time constraints as a wholesaler or advisor within the financial industry - as close as it comes without carrying the bag! Paragon Planners accommodates a rising clientele and builds relationships with many of the top leaders in the financial industry. We work across all channels (independents, banks and wire houses), and with all products (variable annuities, mutual funds, REITs, insurance and alternative investments).