Park Avenue Financial Advisors

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Description

  • 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, etc.) - 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. Thats 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 it's 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 LLC, as well as North Ridge Securities, are both members of the Securities Investor Protection Corporation, known as SIPC. Both, North Ridge Securities and Pershing LLC, are self-regulated through the Financial Industry Regulatory Authority, also known as FINRA.
  • location

    Headquarters:112 Madison Avenue , New York, New York, United States

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  • Park Avenue Financial Advisors phone

    Phone Number: +1 212-685-3260

  • Park Avenue Financial Advisors website

    Website: https://www.parkavenuefinancialadvisors.com

  • Park Avenue Financial Advisors employees

    Employees:2

  • Park Avenue Financial Advisors revenue

    Revenue:$0 - 1M

  • Park Avenue Financial Advisors legal name

    Legal Name:Park Avenue Financial Advisors

  • Park Avenue Financial Advisors's Social Media

    Park Avenue Financial Advisors linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Managing Director for Park Avenue Financial Advisors

Erica Pearl

Managing Director

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View Employees

Erica Pearl

Managing Director

Samantha Zungre

Client Services Director

Jennifer Dawson

Junior Broker And Director Of Marketing And Office Administration

Frequently Asked Questions regarding Park Avenue Financial Advisors

  • Where are Park Avenue Financial Advisors's Headquarters?

    Park Avenue Financial Advisors's Headquarters are in 112 Madison Avenue ,New York,New York,United States

  • What is Park Avenue Financial Advisors's phone number?

    Park Avenue Financial Advisors's phone number is +1 212-685-3260

  • What is Park Avenue Financial Advisors's official website?

    Park Avenue Financial Advisors's official website is https://www.parkavenuefinancialadvisors.com

  • What is Park Avenue Financial Advisors's Revenue?

    Park Avenue Financial Advisors's revenue is $0 - 1M

  • What is Park Avenue Financial Advisors's NAICS code?

    Park Avenue Financial Advisors's NAICS code is 523930

  • How many employees are working in Park Avenue Financial Advisors

    Park Avenue Financial Advisors has 2 employees

  • What is Park Avenue Financial Advisors's Industry?

    Park Avenue Financial Advisors is in the industry of Financial Services

  • Who is Park Avenue Financial Advisors's Managing Director?

    Park Avenue Financial Advisors's Managing Director is Erica Pearl

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