Broker Check

In Pittburgh:
2790 Mosside Boulevard
Suite 630
Monroeville, Pennsylvania 15146
(412) 325-8480 Phone
(412) 646-2155 Fax

In Naples:
3003 Tamiami Trail North
Suite 410
Naples, FL 34103
(239) 261-9363 Phone
(239) 262-2122 Fax

Strategies

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

Employment Benefits

  • Major Medical*
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration

Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

Personal Strategies

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Money Management1
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning

1Investment advisory services offered through Park Avenue Securities.

Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving

* Neither Guardian nor its subsidiaries issue Major Medical Insurance products or services.