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Services
Boord & Associates offers a
variety of services, providing comprehensive estate, business, and
retirement planning for our clients. These services are intended to help
clients achieve stated objectives and to minimize tax and legal
complications.
Click on the links to the left to learn
more details about the services which we provide.
Our planning services are provided
primarily to :
- professionals, executives and
individual business owners
- employees covered under employer-sponsored
benefit programs
- business entities
- employee benefit
plans
We find it difficult to explain all the
services we provide to our clients. With each client the
extent of our relationship varies. We tailor our services to
the specific goals and objectives of our clients. We have
established our practice by providing quality service, advice and
products to select clients.
Neither Park Avenue
Services, Guardian, nor their representatives provide legal
or tax advice.
Referrals
We accept referrals and introductions to
prospective clients. Satisfied clients and advisors are
our best representatives. We prefer to meet new clients by
introduction through an existing client or friend of the firm. If you have someone you would like us to meet, please introduce us.
Larry F. Boord is a Registered Representative and Financial adviser
of Park Avenue Securities, LLC (PAS) 120 East 4th Street,
Suite 1500, Cincinnati, OH 45202. (513) 579-1114. PAS is an
indirect wholly-owned subsidiary of Guardian. Boord & Associates is
not an affiliate or subsidiary of PAS or Guardian. PAS and the
Registered Representative do not provide tax advice, legal advice,
or services.
PAS is a member NASD/FINRA
The Registered Representative is
securities licensed in Ohio, Michigan, New York, and California and
the material is strictly intended for individuals residing in those
states. No offers may be made or accepted from any resident outside
these specified states.
The
information or opinions contained in this Internet site should not
be construed by any consumer and/or prospective client as an offer
to sell or the solicitation of an offer to buy any particular
investment product or service. The information contained herein is
directed solely to those individuals who reside in jurisdictions in
which the representative is registered in the state where the
consumer and/or prospective client reside. Any subsequent direct
communication with a consumer and/or prospective client shall only
be conducted by a representative that is appropriately registered. |
