Serving Professionals in the Financial wholesale and retail industry. Paragon Planners specializes in Territory Management Support, concentrating on Scheduling, Territory Analysis, Marketing, Administrative Support, Expense Processing, Event Planning and Execution. Build stronger relationships with your clients. Create a "white glove" service level, and add one more point of contact and personality to your team. We only work with the best. Since 2002, we have assembled the best team in this industry. We continue to recruit and retain only those schedulers and marketing assistants who are committed to go above and beyond to help you reach your goals. We track our success with numbers, and the numbers speak for themselves.
View Top Employees from Paragon Planners| Website | https://linktr.ee/ParagonPlanners |
| Revenue | $16 million |
| Funding | $468000 |
| Employees | 93 (82 on RocketReach) |
| Founded | 2002 |
| Address | 19672 Sun Cir, West Linn, Oregon 97068, US |
| Phone | (503) 635-6049 |
| Technologies |
JavaScript,
HTML,
PHP
+10 more
(view full list)
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| Industry | Financial Services, Finance General, Scheduling, Finance, Appointment Setting, Marketing, Expense Processing, Event Planning, Territory Management |
| SIC | SIC Code 73 Companies, SIC Code 738 Companies |
| NAICS | NAICS Code 56 Companies, NAICS Code 561 Companies |
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Paragon Planners Questions
The Paragon Planners annual revenue was $16 million in 2024.
Cheryl Learfield is the Co-founder, Managing Director of Paragon Planners.
82 people are employed at Paragon Planners.
Paragon Planners is based in West Linn, Oregon.
The NAICS codes for Paragon Planners are [56, 561].
The SIC codes for Paragon Planners are [73, 738].
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