Products & Services

At our firm, we provide expert assistance in the following areas:

Financial Planning

  • College Planning
  • Estate Planning
  • Money Management
  • Defined Benefit Plans
  • Profit Sharing Plans
  • Retirement Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
INSURANCE

  • Disability Income *
  • Life Insurance
  • Long Term Care *
  • Lifetime Settlements
  • Group Medical Group
  • Group Dental
  • Group Vision
  • Cafeteria Plans
INVESTMENTS

  • Mutual Funds
  • Common Stocks
  • Bonds
  • Government Securities
  • Brokerage Accounts
  • Variable Annuities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • 529 Plans
  • Coverdell ESA

Disability Income and Long Term Care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

Securities products / services offered through Park Avenue Securities LLC, member FINRA, SIPC.