Luttner Financial Group
Rick Davis is a Financial Representative at Luttner Financial Group, where services include personal financial planning, asset analysis, estate planning, retirement planning, and wealth management since January 2011. Previously, Rick worked at BNY Mellon in corporate assets from October 2006 to November 2010 and as a Sales Professional at PNC from August 2004 to October 2006. Rick's background includes military service in the United States Marine Corps from 1999 to 2003.
Luttner Financial Group
Luttner Financial Group, a Lifetime Financial Growth Company (LFG), is a privately owned wealth management firm, providing excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community. Luttner Financial Group 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: 244 Boulevard of the Allies, Pittsburgh, PA 15222. PH: 412.391.6700. PAS is a wholly own subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Luttner Financial Group is not a registered investment advisor. 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. This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-160488 Exp. 08/2025