Klunder, Jason P Agt

Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides wealth management solutions designed to empower individuals in managing their financial futures. Their financial professionals prioritize an uncommon approach that emphasizes personalized growth and protection goals, ensuring clients receive objective and tailored wealth management services. Recognized for their commitment to excellence, Park Avenue Securities has been a consistent recipient of the DALBAR Financial Intermediary Award for seven consecutive years. The firm offers clients innovative technology solutions and expert market perspectives, equipping them with the necessary tools to achieve financial success through informed investment strategies. Generated from the website

Financial Architects, Inc., a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Planning your financial future can be overwhelming. Let Ann Merkley and her compassionate team walk you through the options that best benefit your situation. "It doesn't matter where you are in your financial journey," Ann says. "We can help move you along." Our team will work with you to assess your situation, identify your goals, understand your options and develop a plan. There's no judgement here. Have bad credit? Overspent in the past? Afraid you've waited too long to start saving? Life is full of lessons that can create positive changes in your financial life. We work with people from all kinds of backgrounds, income levels and family situations, with a special emphasis on women, families and senior adults.