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Anthony R

Series 66

Boston, MA

Guardian Life

Anthony Ragozine is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. He has worked at Guardian Life, Park Avenue Securities, Northeast Financial Network, and Mass Mutual Investors Services. His outside activities include offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Lee N

Series 65, Series 63

Boston, MA

Guardian Life

Lee Newman is a financial advisor at Guardian Life in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. His previous work includes roles at Guardian Life Insurance Company and JF Hillebrand. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by providing brokerage and advisory services. The firm uses a combination of advisor-led discretionary management and model-based strategies, offering a range of financial planning and consulting solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John M

Series 66

Boston, MA

Guardian Life

John Matuszewski is a financial advisor at Guardian Life with a Series 66 designation and recent experience at Park Avenue Securities and Guardian Life Insurance Company. He has held roles at several firms and organizations since 2020, including Northeast Financial Network and Kennebunkport Marina. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, with access to proprietary programs and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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