Broker Check

Rick Bloom, CFP®, RICP®

(914) 288-8929

Investments

Guardian created Park Avenue Securities LLC, a registered retail broker-dealer, so our financial advisors could help meet the investment needs of their clients. Park Avenue Securities’ dual registration as a retail broker-dealer and Registered Investment Advisor allows you the flexibility of transaction-based business with fee-for-service capability.

Park Avenue Securities’ advisory programs provide clients with access to money managers who are paid to manage and attempt to grow your assets. Your financial advisor will review your account, your goals, and recommend the right manager for your assets, objectives, and risk tolerance. The money managers we offer are carefully selected, by virtue of their experience and historical results. We require historical performance indicative of a consistent investment approach and the ability to adhere to stated objectives over time.


 
 

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