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“We have been supported and served by Paragon for 30 years. The hand off between our tenured advisor / co founder ,who retired, to our new advisor / partner was seamless and impressive. The value is exceptional in every way. Outstanding insights and counsel and proactive care. Highly endorsed and recommended!! Congrats to Shaun Williams , and Team Paragon.”
8AM - 4:30PM
799 US-287 e, Broomfield
Investing
“Nancy Clark has guided our family to make the best financial planning decisions . We have made money with her advice. Her staff is professional, and helpful as well. My review is based upon 20 years of working with her - not one visit. I notice that the previous review was made three weeks ago during COVID .”
“I went into this branch on a very limited timeframe. I connected with Matthew Masterson. HE WAS ABSOLUTELY AMAZING! He went the extra mile, he went above and beyond and had amazing customer service, when I first talked to him I have to be honest I didn’t have much hope (not for any other reason aside from this is corporate, and most people these days don’t go the extra mile). I was pleasantly surprised that he took the information, and followed up the next day, and helped me to try and rectify the situation. He didn’t have to do all that but he did, and I wasn’t very pleasant and I apologize Matthew! Thank you for being a man of your word, and really being about customer service, and helping me when you could’ve just said a timeline is a timeline and kept it moving. If you go here, I 1000000% recommend working with Matthew. He does what he says and says what he does!”
Investing
Investing
Investing
Investing
“Not really understanding how 1031 exchange works, Terri was recommended to me by my Realtor at RedFin. It was an extremely difficult transaction process for me, but thanks to Terri, the transaction went way more smoothly than I initially anticipated. She explained to me in a language I could understand, both Federal and State Laws. None of it made sense to me, but she took the time and explained it to me in layman terms. She took the time to make sure that I understood, which is no easy task. I kept thinking of all the things that could go wrong but everything pretty much worked out as planned (again, thanks to Terri).
I would recommend Terri to anyone considering buying/selling property using a 1031 exchange.”