Jonathan Codispoti - Vice President, Growth & Development
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My mission is to help you achieve a long lasting financial plan that is tailored specifically for you while also maximizing and protecting your wealth. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Gua
06/03/2026
This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.
Diversification, Patience, and Consistency Three important factors when it comes to your financial life.
05/31/2026
Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
Retirement Plan Choices for Small Businesses Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
05/30/2026
Should We Borrow Money From Our Elderly Father? Wealth Wise Answers Your Questions In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.
05/29/2026
Struggling with your financial health? This checklist can help you enter the new year organized, prepared, and confident about your financial future
5 money moves to make before year’s end By carving out a little time now, you can enter the new year more confident about your financial path forward
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8425 Pulsar Place Suite 450
Columbus, OH
43240
