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Our Partners

We have formed relationships with a number of trusted companies to enable us to provide our customers with the best products and services available. You’ll find more information on selected partners below.  If you’d like to learn more about the services we’re able to provide you because of these relationships, please contact us.

Guardian Life Insurance Company of America, New York, NY Logo Guardian Investor Services, LLC Logo Park Avenue Securities, LLC (PAS) Logo Central Financial Services of Oregon, LLC Logo
Guardian Life Insurance Company of America, New York, NY

A mutual company, Guardian has maintained its financial strength for over 150 years. Through its network of employees and financial representatives, Guardian’s offerings include life and disability income insurance, retirement services, and investment products.

Guardian Investor Services, LLC

A wholly owned subsidiary of The Guardian Life Insurance Company of America, New York, NY, Guardian Investor Services is a resource for products such as annuities, retirement programs, and IRA's.

Park Avenue Securities, LLC (PAS)

Park Avenue Securities, LLC is a registered broker-dealer and investment adviser offering securities products/services and advisory services. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a member of FINRA, SIPC.

Central Financial Services of Oregon, LLC

Serving clients' needs in the Central Oregon area.

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