Investment Assessment

  • Investment stress-testing
  • Monte Carlo analysis
  • Portfolio efficiency

Investment Services

  • Securities
  • Brokerage Accounts — Access to over 500 Load and No-Load funds
  • Managed Account Programs
  • Load and No-Load Mutual Funds
  • Unit Investment Trusts
  • Certificates of Deposit
  • Margin Accounts
  • Option Accounts
  • Annuities — Variable — Fixed — Equity Indexed
  • 401-K/Profit Sharing Plans and Defined Benefit Plans

 

 


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ: 1767 Sentry Parkway West Suite 200, Blue Bell PA.
267-468-0822 PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Comprehensive Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Important Disclosures

2015-6636 Exp 6/17

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