"Greg knew exactly how to help me set up a budget for my future. Being a young professional is the time to save and it was great to get "...
"I have had excellent care at Paragon. Dr Blair and Dr Weldon are very courteous and make you feel very comfortable at every visit. I do"...
"Katie is personable and knowledgeable; she listens to your financial goals and gives targeted advice with complete honesty based on whe"...
"Kelly Connel is the best financial adviser ever!!"...
"Excellent"...
"I am incredibly impressed with everyone at Summit Rockwall, but especially George Warner. He genuinely values each client and employee,"...
"No longer works here"...
"Thank you for your help! I didn't even understand all the options I had available to me - so grateful for the in-depth education and fi"...
"Excellent service; expert financial portfolio review"...