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Current company Strategic Wealth Specialists
Financial Services · 76 employees · Founded 2012 · Mobile, Alabama, United States
We are a financial firm that provides "light and truth" in the community for personal and business finances. Using The Living Balance Sheet®, we assist our clients in building long term financial independence. Our most important job is providing financial security and an abundant life for those we serve.
Strategic Wealth Specialists, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3664 Coolidge Ct. Tallahassee, FL 32311, ph# 85••••••75. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 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.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.© Copyright 20••••23 Guardian 20••••••02 Exp 5/25