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Submitted URL: http://parkwealthadvisor.com/
Effective URL: https://www.parkwealthadvisor.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.parkwealthadvisor.com/
Submission: On April 22 via api from US — Scanned from DE
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Text Content
Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. 661-888-1384 Menu * Home * Resources * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Account Access * Contact OUR MISSION Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. WHO WE ARE As an independent firm, we are committed to offering complete objectivity and unbiased advice. Learn more WHAT WE DO Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. Learn more WHY WE DO IT We strive to build long-lasting relationships with our clients, offering ongoing education and guidance. Learn more HAVE A QUESTION Name Email Address Phone Question Thank you! Oops! CONTACT Park Wealth Advisors Office: 661-888-1384 26650 The Old Road Suite 213 Valencia, CA 91381 Series 7, 63, 66, iAR david@parkwealthadvisor.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance services offered through Park Wealth Advisors. Listed entities are not affiliated with Osaic Wealth, Inc.. Representative(s) may not be registered to provide securities and advisory services in all states. Representative(s) licensed in AZ, CA, CO, HI, NV, OR, PA, UT and WA Park Wealth Advisors | 26650 The Old Road | Suite 213 Valencia, CA 91381 | Ph. 661-888-1384