David J. DiPasquale
SERVICES
Here is how I can help.
Financial Organization
Life Insurance
Disability Insurance
Retirement Planning
College Planning
Estate Planning
Employee Benefits
Business Planning
Long Term Care Insurance
Tax Strategies
First and foremost, my practice is always about SERVICE, SERVICE, and more SERVICE first! I pride myself on being available for my clients, always using my cell number as my primary phone line, texting, emails, whichever you choose. I’m conveniently available for any or all of your questions, concerns, goals and needs. I adjust my schedule to meet with clients or for conference calls throughout day and evening hours to help with dentist/doctor/professional’s busy schedules, no matter what time zone you’re in! Full service in all financial and insurance planning needs:
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321-555-5555
info@company.com
Park Avenue Securities Form CRS
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0H09512.
This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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.
2024-167331 1/2026