International Planning Alliance, LLC - Similar companies

International Planning Alliance, LLC is a premier financial services firm built on a tradition of "doing what is right". Our ... mission is to provide customized and innovative solutions that enhance financial security and maximize wealth. We will achieve our mission by providing the resource, expertise and support necessary to deliver superior service to our clients. At IPA, you will never find a standardized approach to financial management. Your personal IPA Advisor will take the time to understand your goals, dreams and concerns. We will consult with you and ask questions designed to gain insight to the plans and products that you currently have in place. We’ll then step back and analyze the big picture, assessing performance, linking strategies and ultimately making recommendations to ensure that you are receiving the most efficient and integrated plan possible. International Planning Alliance LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 300 Broadacres Drive Suite 175, Bloomfield, NJ 07003, 973-244-4420. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2019-83621 exp 7/21 read more