Broker Check

Reaching out to Help

All of our advisors hold or will hold the CERTIFIED FINANCIAL PLANNER™ professional designation by 2018. That designation requires one to possess a Bachelor’s degree, additional graduate level financial coursework, pass rigorous tests, have years of experience and maintain high ethical standards. Annual continuing education is required to maintain membership in good standing. Collectively, our 80+ years of financial industry experience has helped our clients feel comfortable that they are in good hands.

Since we thoroughly enjoy working with people who understand the value of planning and reap the rewards of doing so we encourage them to periodically participate in various educational programs that are free and designed to give them insight into the complexities of topics like Estate Planning, Social Security, Medicare, Identity Theft, Care Giving, Tax Planning, etc. These programs are presented by Park Square advisors or outside professionals to raise the awareness of important issues in a rapidly changing world.

We may not immediately know the answer to every question posed by our clients but we have developed a breadth of resources at our fingertips to quickly provide objective answers. Our team is always ready to help you overcome the financial challenges of life.