BUILDING A STRONG INVESTMENT PORTFOLIO

Pick a partner who already has your future in mind

Why Invest with Guardian?

YOU’VE GOT DREAMS. DREAMS REQUIRE PLANNING.

While the best things in life may be free, accomplishing them often takes money. Knowing us as trusted insurance providers, our clients also come to us for IRAs, mutual funds, brokerage accounts, or even to have us manage their money. We’re not only experienced, but glad to help.

Investments We Offer

Invest Confidently

Life can get busy. It’s hard to find time to keep track of your finances. Fortunately, a brokerage account can take care of that. It consolidates your investments into one account for easy viewing. And through our investment advisory services, our experienced money managers can provide you with sound advice for your investment portfolio. 

EXPLORE SERVICES

Diversification Made Simple

Investing in the market is one way to grow your wealth, but with thousands of stocks and bonds to choose from, it takes time and expertise to know where to put your money. A mutual fund can be a cost-effective way to reduce your risk and leave the decision-making to a professional fund manager, who is in charge of the portfolio.

EXPLORE MUTUAL FUNDS

HOW TO GROW THAT NEST EGG

Everyone has a vision of what they want to do in retirement. Simply, an individual retirement account (IRA) is a smart way to save toward making those dreams a reality. The tax advantages are one incentive to help you put money away. We offer traditional, Roth, and rollover IRAs and can assist you in selecting the one that works best for you.

EXPLORE IRAs

Guaranteed Income to Last Your Lifetime

If you’re looking forward to a comfortable retirement, you’ll likely need steady income. After you cover your monthly expenses and bills, you’ll want the financial freedom to enjoy all that life has to offer. Our range of annuities can play an essential role in helping you worry less about how you will get there.

More About Annuities

Resources and Information

TEST YOUR INVESTMENT STYLE

Take a revealing multiple choice test and gain some insight into your own investment patterns. 

Take the Test

A GREAT FUTURE ACTUALLY STARTS NOW

Money can bring flexibility to life. First, develop good savings and investing habits. Second, get good advice along the way. Read about steps to lead you to a prosperous future.

Learn about ways to build wealth

All investments contain risk and may lose value. Diversification does not guarantee profit or protect against market loss.

Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. This and other information are contained in the fund’s prospectus, which may be obtained from your investment professional.  Please read it before you invest or send money. Investments in mutual funds are subject to risk, including possible loss of the principal amount invested.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment adviser.

PAS is an indirect, wholly owned subsidiary of Guardian and a member FINRA, SIPC.

Mutual Funds Disclosure for PAS