Park Piedmont Advisors, LLC
Financial ServicesView the employees at
Park Piedmont Advisors, LLC-
Corenna Roozeboom Director of Marketing & Education
-
Top 5%
Anneliese Zajczenko Director of Client Services-
Top 10%
Kathryn Baranoski Client Services Associate at Park Piedmont Advisors, LLC-
Galesburg, Michigan, United States
-
Rising Star
Nick Levinson, MBA, CFP® Co-Founder & Financial Advisor at Park Piedmont Advisors, LLC-
Oakland, California, United States
-
Rising Star
Overview
Park Piedmont Advisors (PPA) is a registered investment advisory firm providing intelligent, comprehensive guidance to our clients on investments and financial decision-making. We have offices in New York City, the San Francisco Bay Area, Chicago, and New Jersey. An independent, multigenerational family-owned firm, PPA is a fiduciary, focusing at all times on what's in our clients' best interests. We work closely with our clients to develop customized, diversified asset allocations, implementing those allocations with low-cost, tax-efficient index mutual funds and exchange traded funds. And through our advisory process, PPA helps clients gain insight into the ways their financial lives can serve to express and transmit their core values. Any posted Social Media content is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. More disclosures: https://parkpiedmont.com/disclosures
-