Commercial Insurance Retirement Plans

Paragon can recommend clients to a provider with a full range of retirement plans to meet a client¹s specific needs.

Commercial Real Estate Finance

Paragon can recommend a firm who is a full-service advisor and broker of debt and equity solutions for income property investors through the utilization of traditional sources. These sources include whole-loan mortgage debt placement from institutional lenders and the most current capital market¹s sources from CMBS (Commercial Mortgage Backed Securities) conduits.

Corporate Finance / Mergers & Acquisitions

With more than 40 years experience in banking and related industries, Trestle Capital has an imperative directive when it comes to Mergers & Acquisitions; asking the right questions and answer them responsibly.

Leasing Services

To compete, prosper and grow in a competitive market, businesses need to use the latest and best equipment and tools. Through competitive business alliances, Paragon Commercial Bank helps growing businesses put those things to work without exhausting their working capital or tying up their critical short-term borrowing lines.

Wealth Management Services

For clients whose main objective is the preservation and growth of capital, diversification of assets and long-term results, we can recommend someone who can bring an integrated approach to investment planning and management. The client can benefit from long-term wealth management, exceptional comfort and peace of mind.



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