Get financial advice tailored to you

Sometimes we need professional advice to help ensure we’re making smart decisions with our money. Through our investment advisory services, you’ll get access to experienced money managers who can create a custom plan that matches your financial goals to your unique situation.

What are the benefits of a brokerage account?

  • Not only will it allow you to see all your investments in one place, our brokerage account website is available for you to access your finances whenever you need them.

  • Rather than trying to juggle multiple statements or investment reports, our brokerage accounts send a statement that provides a consolidated view of most of your investments.

  • Enjoy the convenience of check writing, debit cards, and the ability to automatically pay bills such as your life insurance premiums.

What are the benefits of an investment advisory service?

  •  Park Avenue Securities LLC, Guardian’s retail broker-dealer and registered investment adviser, offers its own investment advisory programs as well as those of select outside institutional asset managers. With these programs, your financial professional provides ongoing advisory services for an annual fee.

  • We can construct a fee-based, comprehensive financial plan for you. Based on your investment objectives, time frame, risk tolerance, and stage in life, we will provide recommendations to build a portfolio that can help you achieve your goals.

Want to learn more on how to get started with an investment account?

Connect with local financial professionals who can help you create a personalized and comprehensive plan.


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

All annuity guarantees are based on the claims paying ability of the issuing insurance company.

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 a wholly owned subsidiary of Guardian and a member FINRA, SIPC.

Mutual Funds Disclosure for PAS

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