Broker Check

Products & Services


  • Bonds
  • Common Stock
  • Coverdell ESA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuitya

Financial Planning

  • Retirement Planning
  • Tax Minimization***
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning***
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

* Securities products and services offered through PAS, member FINRA, SIPC.

** Financial Planning offered through Ken Shall, a Financial Advisor with Park Avenue Securities, a registered investment advisor.

*** Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

Product provisions and features may vary from state to state.