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Gregg H
CFP®, Series 63
Columbia, SC
Guardian Life
Gregg Helman is a CFP® with 27 years of industry experience, currently affiliated with Primerica Advisors and associated with Consolidated Planning, Inc., Guardian Life Insurance Company, and Park Avenue Securities since 2012. He has developed a student loan repayment calculator and serves as co-chair of the house and grounds committee at his synagogue, as well as facilities chair for its coffee house. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.
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