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Park Avenue Financial Advisors

Park Avenue Financial Advisors

Financial Advisor


Our firm offers clients personalized advice in:

  • Investment Planning including Wealth Accumulation & Preservation  
  • Survivor and Retirement Income Planning 
  • Qualified Pension Programs  
  • Deferred Compensation Plans 
  • Tax Impact Planning 
  • Estate & Gift Planning 
  • Educational Funding Plans (529 Plans, Coverdell Plans, Educational Trusts) 
  • Charitable Giving 
  • Insurance Evaluations and 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 defined plan to help secure your financial goals. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a long term relationship with our clients and their families. 

Our clientele consists of individuals and corporate investors from coast to coast and from all over 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 goals and dreams.