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Suite 200
Charlotte, NC 28210
Strategis: (980) 235-7818
Consolidated Planning: (704) 552-8507

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Important Disclosures

Park Avenue Securities Form CRS

Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive, Ste. 200, Charlotte, NC 28210. (704) 552–8507. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Strategis is not an affiliate or subsidiary of PAS or Guardian.

2022-145316 (exp. 10/24) Neither Guardian nor its subsidiaries issue Property & Casualty or Health insurance products or services. This material is intended for general public use. By providing this material, Strategis 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. Learn More

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