Park Avenue Financial Advisors LLC.

Park Avenue Financial Advisors LLC.

New
Offers online services
New
Offers online services

About

Park Avenue Financial Advisors LLC was started during the recession of 1991. Over the past 28 years, the firm has grown and now serves over 300 investment and insurance clients and manages over 100 million in client assets.

We work with clients to understand the future they want and provide them with personal attention they can trust. We tailor solutions to meet their needs; whether it be investment management, financial planning or financial coaching. 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. We work hard to create a long-term relationship with our clients and their families. Clients that desire professional advice, objectivity, responsiveness, and accountability are our specialty.


Highlights

Serves New York , NY
Offers online services

Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

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    Services offered

    Financial Services And Planning