Parq Advisors
Beverly Hills
About Parq Advisors
As one of the country’s elite independent life insurance and estate planning firms, Parq Advisors serves ultra-affluent individuals and families, including some of the world’s most famous athletes, entertainers, executives, entrepreneurs and business owners. We are often brought into the nation’s leading law firms, accounting firms, business management firms and sports franchises to ensure their clients and players receive the best care relating to their wealth protection and wealth transfer planning. Our philosophy revolves around integrity, transparency, professionalism, relationships and mastery. At Parq Advisors, we have: More than 115 years combined firm experience. A team-based approach, providing each client with individual consideration. Working relationships with estate planning attorneys, accountants, business managers, bankers and investment advisors to help ensure that the insurance planning fits seamlessly into the overall financial plan. Relationships with over 50 carriers, providing our clients with the ability to obtain optimal pricing with the most stable and reputable carriers in the industry. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. At its inception, Parq Advisors was established using a team-based approach to planning. Traditionally, the industry standard for providing service is limited to a single advisor approach. Fundamentally, Parq Advisors believes that this approach limits clients’ exposure to new ideas and puts them at a disadvantage during the discovery and implementation process. Consequently, at Parq Advisors, clients receive the personal attention of both their direct advisor in addition to at least two other team members, including a dedicated case manager. Each Parq Advisors team member has been hand-selected and operates under our clearly defined mission, vision and values. The Parq Advisors legacy is reflected through our clients; our service to them is what defines our success and keeps us at the top of our industry.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Website: parqadvisors.com
- Phone: (424)253-7400
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