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Park Avenue Financial Advisors, LLC | Randy M. Breidbart, J.D. | New York, NY

Full service financial advisory firm located in Manhattan, NY. Focusing on retirement income, wealth accumulation and preservation of assets.

http://www.parkavenuefinancialadvisors.com/

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CONTACTS AT PARKAVENUEFINANCIALADVISORS.COM

Breidbart, Randy

112 Madis●●●●●●●●●5th Floor

New●●●ork , NY, 10016

US

(212)●●●●●-3260
rb●●●●●●●●@northridgesecurities.com

View this contact

null

Breidbart, Randy

112 Madis●●●●●●●●●5th Floor

New●●●ork , NY, 10016

US

(212)●●●●●-3260
rb●●●●●●●●@northridgesecurities.com

View this contact

null

Breidbart, Randy

112 Madis●●●●●●●●●5th Floor

New●●●ork , NY, 10016

US

(212)●●●●●-3260
rb●●●●●●●●@northridgesecurities.com

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Park Avenue Financial Advisors, LLC | Randy M. Breidbart, J.D. | New York, NY | parkavenuefinancialadvisors.com Reviews

https://parkavenuefinancialadvisors.com

Full service financial advisory firm located in Manhattan, NY. Focusing on retirement income, wealth accumulation and preservation of assets.

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1

Glossary | Park Avenue Financial Advisors

http://www.parkavenuefinancialadvisors.com/tools/glossary

Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages ...

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Tax Resources | Park Avenue Financial Advisors

http://www.parkavenuefinancialadvisors.com/tools/tax-resources

Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. INX, OEX, IXIC, TNX.

3

Estate | Park Avenue Financial Advisors

http://www.parkavenuefinancialadvisors.com/resource-center/estate

Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. When Special Care Is Needed: The Special Needs Trust. A Living Trust Primer. And the Executor Is.

4

Our Services

http://www.parkavenuefinancialadvisors.com/p/our-services

Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Our education, designation, and combined 30 plus years experience. Just one of the strategies we employ when developing your retirement plan. We also work actively with our clients during retirement to maximize their stream of income in order to secure their peace of mind and not outlive their income&#4...

5

Our Consultations

http://www.parkavenuefinancialadvisors.com/p/our-consultations

Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. We consistently deliver highly personalized financial guidance and attention to detail throughout defined process. We provide you and your family with a comprehensive five stage approach to help you cultivate and secure your financial health. Stage 1. Getting to Know You. Stage 2. Data Gathering. Based on y...

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Park Avenue Financial Advisors, LLC | Randy M. Breidbart, J.D. | New York, NY

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