Paragon Financial Group, Managing $347+ Million in Client Assets, Selects Woodbury Financial Services As Broker/Dealer

GLENDALE, Ariz., Oct. 18, 2017 /PRNewswire/ -- Arizona-based, Paragon Financial Group, announced today they have selected Woodbury Financial Services as their Broker/Dealer of choice.  Paragon Financial Group manages $347 million in total client assets.

Rick Fergesen, President and CEO of Woodbury Financial Services, states, "We warmly welcome Paragon Financial Group to our extensive network of advisors.  We know that when advisors choose us, they tend to stay for a long time. That not only makes us proud, it makes us work harder on their behalf.  And we look forward to a long and productive relationship with Paragon Financial Group." Woodbury Financial Services represents over 1000 advisors across the United States.

"With the vast number of broker-dealers available to advisors, Paragon Financial Group chose Woodbury Financial Services due to the rich culture, the genuine dedication to the advisor and their success, and the support with industry regulated compliance supervision provided by Woodbury's Regional Vice President (RVP) structure. It is impressive and a highly attractive asset, which allows large financial services firms like ours more time to focus back on our clients, which is the reason we went into the financial industry in the first place," said Frank Brown, ChFC^®, CLU^®, CRPC^®, Founder of Paragon Financial Group.

Frank adds, "Our relationship with Nathan Anderson, RVP, and the regional team is exceptional.  They provide an impressively unique added value that includes a wide-range of additional services for advisors in their region, including access to experts that assist advisors through the transition process, compliance, back-office, staff support, marketing, technology, and business needs. It's like nothing I've seen in the industry before. We are pleasantly surprised and thrilled at the genuine support and relationships we have built in a very short time.  We are proud to be joining such a quality team of individuals and being a part of Woodbury Financial Services."

Nathan Anderson, Regional Vice President, states, "Just as each Advisor is humbled by the opportunity to serve their clients, I am humbled to have the opportunity to serve the Advisors of Paragon Financial.  From the start, it was clear that their client-centric approach was a perfect fit for us.  We provide a unique supervisory structure, superior technology and, most importantly, the human capital to tie it all together. This is still a relationship business, and I look forward to a long relationship with Frank and his affiliated Advisors."

As highly experienced and relationship-centric professionals who have spent decades serving their clients in the stewardship of their assets, Paragon Financial Group chose Woodbury Financial Services because of the rich culture, the strong network of like-minded independent advisors, the attractive advantage of RVP support and supervision, as well as, their extensive, regional value-added services and expertise.

About Paragon Financial Group

Arizona-based, Paragon Financial Group, was established in 1999 by Frank Brown, ChFC, and Founder. Paragon Financial Group is a large, financial services firm specializing in wealth management, with access to premier investment strategies, and provides a high level of integrity in their processes to deliver purely objective advice and wealth management services to their clients. 

Securities and investment advisory services offered through Woodbury Financial Services, Inc.  member FINRA/SIPC. Woodbury Financial is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial.  Paragon Financial Group, 7075 West Bell Road, Suite 8, Glendale, AZ 85308. Phone: 623-878-6470.

Jeannie McLaughlin, MA
Advisor Marketing Management
Phone: (469) 844-1317
Email: [email protected]

SOURCE Paragon Financial Group