Home
Overview
About Me
Distinguished Service
Our Clients
My Family
Our Services
Resources
Account Access

Parke Avenue Investments is one of the leading Independent financial investment services firm serving individual Investors in Snohomish County.

We focus on pursuing our CLIENTS' INVESTMENT OBJECTIVES, while striving to provide our clients CONFIDENCE relative to their investment portfolios.

Our client base is made up, for the most part, of conservative investors. Their investment objectives most often include one or more of the following:

Retirement: The majority of our clients are retired or planning for retirement and their primary investment objective is to prepare for that time. Depending upon their individual circumstances, their familiarity and experiences with investing, and the amount of time until they plan to retire and to draw upon their investments, each client has a unique set of timelines, risk tolerances, and investment needs, which his or her investment objective(s) must meet.

Conservative Growth/Capital Preservation: Most of our clients' investment objectives include an element of conservative capital growth, with limited potential for loss. This in conjunction with retirement preparation, is an area of special expertise for Parke Avenue Investments.

Income: Many of our retired clients also have investment objectives of generating income from their investment portfolios.  This is an area that we believe we excel in.

Financial Confidence: We have found that most of our clients do not believe it is worthwhile to try to make a few extra dollars on their investment accounts if they don't understand the investments, or if it means that they can't sleep at night worrying about their portfolios.  In addition to providing our clients with suitable investment guidance, we provide to our clients investment guidance that is clearly presented and understandable.



©2017 Parke Avenue Investments . All rights reserved.
Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Parke Avenue Investments is not affiliated with SagePoint Financials or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of WA, OR, ID, CA, MT, AZ, NV, OK, and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.