Park Avenue
Park Avenue Investments is an independent financial firm located at our Prairie du Sac office. Since 1999, they have provided a full range of planning, insurance, and investment services to the Sauk Prairie area and beyond. Their services include:
IRA and 401(k) rollovers
Retirement income strategies
Traditional and Roth IRAs
Long-term care planning
Mutual funds
Fixed and variable annuities
Life insurance
Contact Park Avenue Investments
Call 608.644.2712 Advance to Park Avenue
This communication is strictly intended for individuals residing in the states of CO, FL, IL, MN, MS, NC, SC, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Park Avenue Investments offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are not offered through and are separate from Commonwealth. Park Avenue Investments and Bank of Prairie du Sac are not a registered broker/dealer or registered investment adviser. Bank of Prairie du Sac and Commonwealth are separate and unaffiliated entities.
Bank of Prairie du Sac and Commonwealth are engaged in a referral arrangement where Bank of Prairie du Sac refers potential clients to Commonwealth. Bank of Prairie du Sac receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Adviser is also an employee of Bank of Prairie du Sac, Bank of Prairie du Sac receives a substantial percentage of such fees and commissions. These payments create a financial incentive for Bank of Prairie du Sac to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Bank of Prairie du Sac is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local business are reviewed.
Investments are not insured by the FDIC/NCUA and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.
BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information. Visit the following link for more information: https://link.edgepilot.com/s/6bfe7c07/MvASdE4GD0WCz4PNASMZVA?u=https://brokercheck.finra.org/
Trust Point
Trust Point, Inc. offers investment and retirement planning options for your business or employees. With headquarters in La Crosse, their staff includes advisors, planners, attorneys, and accountants. Trust Point provides businesses and individuals with:
Investment management
Financial planning
401(k) and profit-sharing plans
Revocable trusts
Irrevocable trusts
Foundations and philanthropic services
Contact Trust Point
Call 608.782.1148 Go to Trust Point
