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I'm a Medical Professional

I'm at or approaching retirement

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Financial Consultation
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In a quick 10 minute call we will briefly outline:

  • your goals & concerns 

  • protection & growth strategies for your assets

  • introduce the WealthScope GPS™ process

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This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.

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Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC.  OSJ:  1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422, (267) 468-0822. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WealthScope Financial  is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian. 

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2021-114619 (Exp. 01/23)

WealthScope Financial is a financial planner in Allentown, PA - specialists for medical professionals

©2021 WealthScope Financial • Financial Advisor Lehigh Valley, PA • 908.386.6250 • LinkedIn

5000 West Tilghman Street, Suite 230, Allentown, PA 18104

FINRA's BrokerCheck for your Financial professional at WealthScope Financial, a unique financial consulting firm, located in the heart of The Lehigh Valley Pennsylvania. WealthScope Financial thrives on building long-term relationships with clients.