Park Avenue Financial Advisors

Park Avenue Financial Advisors is a Financial Planner in New York, NY. The firm operates as a boutique wealth management and financial consulting company focused on retirement income planning, wealth accumulation, and the preservation of assets. It provides personalized solutions tailored to individual needs and objectives, aiming to protect and grow existing assets while preparing clients for an independent financial future. The firm holds a rating of 5.00 based on customer reviews.

The practice is led by Randy Breidbart, who brings over four decades of experience in the financial industry. Breidbart emphasizes a long-term approach to investing, noting that success comes from survival and steady growth rather than quick gains. The team also includes Alix, who joined the firm after spending over five years at Morgan Stanley. Alix focuses on delivering close, dedicated financial planning and ensuring that investment strategies align with specific financial objectives. The firm’s asset management strategy concentrates on the overall investment portfolio relative to client goals, aiming to reduce the need to focus on day-to-day market fluctuations. Consulting services address both expected and unexpected life events, including planning for new children, business ownership, loss of a loved one, or approaching retirement.

The office is located at 136 Madison Avenue on the 6th Floor. It sits on Madison Avenue, a short distance from the American Academy of Dramatic Arts, which is located about 75 meters away. The Rebecca School is approximately 0.1 miles from the office, as are The Cutting Room theater and Throwback Fitness. 5th Avenue is also within 0.1 miles of the location.

The firm is known for building deep and meaningful relationships with clients, distinguishing itself from larger institutions through individual attention. It serves clients in Manhattan with a focus on creating a confident financial future through tailored strategies.

Park Avenue Financial Advisors combines extensive industry experience with a personalized approach to financial planning in New York.

Services:

• Financial Consultations
• Retirement Planning
• Tax Resources
• Wealth Management
• Women & Investing