Paragon Planners And Associates 19672 Sun Circle Category: Marketing Consultants
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Company representatives
Phone: 503-635-6049
Email: moc.srennalpnogarap@anirt
Cheryl Learfield, Managing Director
Phone: 503-263-6209
Email: moc.srennalpnogarap@lyrehc
Becky Rountree, VP, Senior Operations Manager
Phone: 503-336-4962
Email: moc.srennalpnogarap@ykceb
Kathy Sweetland, Human Resources Manager
Phone: (508) 425-7150
Email: moc.srennalpnogarap@seitinutroppo
Michelle Allen, Event Planning Coordinator
Phone: (541) 378-4457
Email: moc.srennalpnogarap@ellehcim
About 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).
Products and Services
- Scheduling & Appointment Setting
- Event Planning
- Marketing Plan Implementation
Business categories
- Support Services Consultants
- Employment Agencies and Opportunities
Employees
20 to 49
Years In Business
22