Our Services

• Investments* : stocks, bonds, mutual funds, variable and fixed annuities.


• Asset Management**


• Asset Allocation


• Insurance Planning


• Elder and Long Term Care Planning


• College Aid Planning - make sure you don't overlook financial aid.


• Retirement Planning


• Employment Benefits


• Business Planning


• Employee Benefit Statements - make sure to tell your employess what they have and how much you contribute.

* Securities, products and services are offered through Park Avenue Securities LLC, member FINRA, SIPC 

** Asset Management is offered through Park Avenue Securities, a registered investment advisor.