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VerifiedFinancial Services· Founded 1992

Smartwealth

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 14021 METROPOLIS AVE, FORT MYERS, FL 33912, ph#(239) 561-2900. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. SmartWealth, LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 7819342.1 Exp 4/27

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HeadquartersMaitland, United StatesEmployees10(1 to 10)Annual revenue$1M to <$10MFounded year1992Websitesmartwealth.netLinkedIn profileLinkedIn

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3 distinct titles indexed · top 3 shown.

  • 1executive search recruiter
  • 1financial planning intern
  • 1financial representative

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