Our firm offers clients personalized advice in:
- Investment Planning including Wealth Accumulation & Preservation
- Survivor & Retirement Income Planning
- Qualified Pension Programs
- Deferred Compensation Plans
- Tax Impact Planning
- Estate & Gift Planning
- Educational Funding Plans (529 Plans, Coverdale Plans, Educational Trusts)
- Charitable Giving
- Insurance Evaluations & Planning (Life, Long-Term Care & Disability)
For many, understanding every aspect of personal finance can be daunting. From investments to insurance, the decisions can be overwhelming.
That’s where our firm comes in…
Whether you have significant assets to manage - or if you are just starting to accumulate wealth - you need a personalized strategy to achieve your financial goals. Our goal is to provide you with guidance that can help you understand and better define those financial goals. We work hard to create a long term relationship with our clients and their families.
Our clientele consists of both individual and corporate investors from coast to coast and from all over the world. No client is too small, too large, or too far away to receive individual attention from us. Clients that desire professional advice, objectivity, responsiveness, and accountability are our specialty.
For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.
Park Avenue Financial Advisors clears its business through North Ridge Securities Corp. Located at 1895 Walt Whitman Road, Melville, NY 11747, (631) 420-4242. North Ridge Securities serves as the firms Broker-Dealer. Via North Ridge, we process stock, bond, mutual fund and REIT transactions through Pershing, LLC. Pershing is one of the country’s leading providers of financial services with managed assets of over $1 trillion. Its parent company, The Bank of New York Mellon, has more than $27 trillion in assets under custody. Pershing LLC, as well as North Ridge Securities, are both members of the Securities Investor Protection Corporation, known as SIPC, which was created by Congress in 1970 to protect customers of member Broker-Dealer firms. SIPC does not protect against loss due to market fluctuation.
In addition to SIPC protection, Pershing also provides coverage in excess of SIPC limits through a private insurer, Lloyd’s of London. It provides the following protection of assets held in custody by Pershing and its London based affiliate, Pershing Securities Limited.
- An aggregated loss limit of $1 billion for eligible securities across all client accounts.
- A per- client loss limit of $1.9 million for cash awaiting reinvestment, within the aggregate loss limit of $1 billion.
Both, North Ridge Securities and Pershing LLC, are self-regulated through the Financial Industry Regulatory Authority, also known as FINRA.