744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087 I Phone: 610.293.8300 I Fax: 610.293.8399
Our Portfolio of Services
Personal Planning Services
Education Funding Strategies
Wealth Maximization Strategies
The Living Balance Sheet®
Investment Planning – Through Park Avenue Securities LLC (PAS)*
Asset Management Services*
Investment Advisory Services
Full Service Brokerage Capabilities:
Stocks, Bonds, Mutual Funds, Options, Variable Annuities
Personal Retirement Planning Design & Services
Tax Sheltered Annuities
Retirement Income and Distribution Strategies
Coordination of Employer and Personal Retirement
Charitable and Philanthropic Planning
Charitable Gifts - Tax Treatment
Business & Estate Planning
Key Person Protection
Business Overhead Expense Protection
Business Loan Protection
Salary Continuation Alternatives
Commercial Property/Casualty Protection
Business Retirement Plan Design & Services
Group Medical Insurance
Group Life Insurance
Group Disability Income Insurance
Group Dental Insurance
Qualified Pension/Profit Sharing Plans
* Individual health insurance products or services are not offered by Guardian.
* Guardian does not offer Property & Casualty insurance products or services.
Disability Income Insurance
Long Term Care Insurance
Personal Property/Casualty Protection
Retirement Contribution Protection
Estate Tax Planning
Trust Planning Services
Business Succession Planning
Special Needs Planning for Your Estate
Executive Bonus Plans
Defined Benefit Plans
Long Term Care Insurance
Split Dollar Plans
Employer – Provided Retirement Plans
Profit Sharing Plans
Defined Benefit Plans
Fully Insured 412(e)(3) Plans
(formerly 412(i) Plans)
© 2013 Devon Financial Partners . 744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY . Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. Devon Financial Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Devon Financial Partners, LLC is not an independent registered investment advisor. The financial representatives of Devon Financial Partners, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Colleen Marzella at 610-293-8320. California Insurance License No. OC64350.
Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
Individual health insurance products or services are not offered by Guardian. Property and Casualty insurance products or services are not offered by Guardian. Neither Guardian nor its subsidiaries issue Long Term Care Insurance.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2013, The Guardian Life Insurance Company of America.
Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.