Lapis Financial Strategies, located in Huntersville, NC, offers securities products and advisory services through Park Avenue Securities LLC. As a wholly-owned subsidiary of The Guardian Life Insurance Company of America, Lapis Financial Strategies provides general financial guidance without offering specific investment advice.
With a focus on client communication and feedback, Lapis Financial Strategies encourages individuals to reach out by mail, phone, or online form for further information or to provide input. As a non-affiliate of PAS or Guardian, the firm prioritizes transparency and aims to assist clients in navigating their financial decisions effectively.
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