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Oakley Park Plaza
143 Hartman Road Suite 9
Financial health is the premier foundation for retirement. As financial advisors, we understand that retirement is one specific goal. People are often looking to prepare for many other moments and milestones as well. Park Avenue Wealth Management will work with you to create your financial future for every step in life. We offer personalized service because we believe that financial health should be approachable and easy. We pride ourselves in taking the utmost care in balancing investment strategies, time horizons, and goals in order to formulate appropriate plans for each situation. We offer a list of services from estate, retirement and college planning, IRA's, 401K's, stocks and bonds, as well as many others. We understand that the economy is always fluctuating and life is different for everyone. So, we deliver financial service tailored to you. Please feel free to contact us to discuss your financial planning needs.
Lisa Krall, CFP®
Certified Financial Planner™
Phone: (724) 858-1122 | Email: firstname.lastname@example.org
As the founder of Park Avenue Wealth Management, Lisa Krall has 17 years of experience guiding clients towards the goal of financial independence. She assists them in financial planning based on their phase of life to help them make appropriate financial decisions. She also helps clients select life insurance based on their needs. She is committed to providing personal service to her clients, especially those who are planning for retirement.
Phone: (724) 858-1122 | Email: email@example.com
Ryan Thomas joined the Park Avenue Wealth Management team as a registered assistant in 2018. He helps clients with information or service on their investment accounts and manages the daily operations and marketing for Park Avenue Wealth Management. His natural attention to detail and focus on the client-first relationship makes him a valuable member of our team.