Broker Check

Strategic Alliances

Our Broker Dealer

Our Broker Dealer

Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America®.  Park Avenue Securities provides financial professionals with the products and tools that help clients step forward to take charge of their financial future and achieve financial success.

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Life & DIsability Insurance

Life & DIsability Insurance

Guardian is our first choice when it comes to Life and Disability insurance, hoewever, as non-captaive agents we are able to offer out clients products from various carriers

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Our Planning Software

Our Planning Software

LBS(R) is propriotary planning software we use to keep clients up to speed on where everything is in their financial world. We also use the tool to illustrate life's what if scenarios to explore different strategy's together.

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Interested in Becoming a Strategic Alliance With Us?

How We Work

We work with clients on their overall financial plan which is not limited to Wealth Management and Insurance.  Our Planning process affords us the opportunity to play quarterback and communicate with various professionals. 

We speak with each clients accountant, attorney, property & casualty person as we review the policies they have in place.  If something doesn't make sense or is outdated we will get them on the phone and talk through how we can realigh their services. Many times clients lose touch with them and require an introcution to someone new, have a database of trusted people we will reach out to to refer out clients to.

Interested in being a part of the referral process?

Let's meet and get to know each other and if our services align, we can make a long term referral based relationship.

Professions that Compliment our Business

Accounting
Professionals

Accounting <br/>Professionals

We recognize that our clients' financial needs extend beyond our core services. Therefore, we facilitate introductions to reputable accounting professionals when appropriate.

Property & Casualty Insurance Brokers

Property &#38; Casualty Insurance Brokers

While home and auto insurance are legal necessities, we believe a comprehensive financial plan extends beyond these basic requirements. Discussions regarding strategic coverage to protect our clients and their businesses are essential to helping ensure their long-term financial security.

Real Estate
Professionals

Real Estate<br/>Professionals

The search for your dream home requires careful consideration, particularly with the dynamic housing market and interest rate landscape. We offer our clients strategic counsel, assisting them in weighing their options and demonstrating the potential impact of their investment on their overall financial plan.

Mortgage Loan
Officers

Mortgage Loan<br/>Officers

We understand that purchasing a home is a significant financial undertaking. By working with a trusted Mortgage Loan Officers, we help guide our clients through the financing process, working to ensure their home purchase complements and strengthens their comprehensive financial plan. 

Interested in doing business together?

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The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. National Financial Network is an independent agency and not an affiliate or subsidiary of Guardian. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks. of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2025 The Guardian Life Insurance Company of America.