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Ohana Capital Financial, situated in Provo, UT, stands as a distinguished financial institution known for its comprehensive range of investment products and advisory services. Catering to financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with cutting-edge resources and technology platforms to deliver tailored financial advice. Emphasizing compliance oversight and practice management, Ohana Capital Financial supports advisors in navigating the intricate financial landscape with efficiency and precision. With a commitment to empowering advisors in client engagement, Ohana Capital Financial plays a vital role in enhancing the independence and effectiveness of financial professionals. Their strategic focus on technology services and streamlined operations underscores their dedication to facilitating advisors in providing personalized financial solutions. By fostering a supportive environment that prioritizes advisor efficiency and accuracy, Ohana Capital Financial solidifies its position as a leading partner in the financial services sector. Generated using this brand's available information

HistoryI started my career with Fidelity investments, then not long after, realized that I wouldn't be able to help my clients completely because of the limitations Fidelity placed on me. I found Northwestern Mutual in 2001 where they had all that I needed to help my clients meet their planning needs.SpecialtiesMy desire is to help you, my client and friend, to feel bullet proof in your financial planning regardless of what life may throw at you. With a complete comprehensive financial plan, I'll be able to direct you in ways to improve your plan and make you bullet proof.

Paragon Wealth Management, based in Provo, UT, is a seasoned investment firm with over 30 years of experience in building custom investment strategies tailored to individual client priorities. As a Registered Investment Advisor (RIA), Paragon prioritizes acting in the best interest of their clients, helping them avoid common investment pitfalls while aligning portfolios with personal financial goals. With a track record of impressive returns, including a total return of 1,354.58% on their Top Flight Portfolio from 1998 to 2023, Paragon prides itself on providing clients with the tools and expertise needed to navigate the complexities of investing and retirement planning. Led by CEO Dave Young, the team at Paragon is dedicated to helping clients achieve long-term financial success and enjoy retirement on their own terms.Generated from the website