Mike Carter - Financial Representative

Mike Carter - Financial Representative Mike understands money is very personal. Protect, Plan for and Save for what you care about most. PAS is a wholly owned subsidiary of Guardian.

Working with him starts with a conversation about putting clarity around what you have and where you want to go, then presenting all the options. 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® (Guardian)

, New York, NY. Alliance Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4100293. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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.
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From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt w...
06/03/2026

From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt wisely to avoid overextending yourself.

8 ways to help manage debt wisely to avoid overextending yourself.

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your ...
06/02/2026

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your current business needs and situation.

A professional buy-sell agreement review with customized recommendations.

Do you know the difference between a global mutual fund and an international mutual fund?
06/01/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
05/31/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
05/29/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balan...
05/28/2026

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balance sheet. I can help lead your team of CPAs, lawyers, brokers and bankers down the field. That’s my job.

A financial quarterback is someone who understands your finances and your life

The key to healthcare in retirement might be a patchwork of different choices.
05/27/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
05/26/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the importa...
05/25/2026

Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the important things in life.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Have a kid heading off to college? Here are a few tips.
05/24/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Address

14021 Metropolis Avenue
Fort Myers, FL
33912

Telephone

+12399906030

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