Jeffrey Schwartz, Pacific Advisors

Jeffrey Schwartz, Pacific Advisors Specializes in Estate Planning Strategies*, and Retirement Strategies for individuals, and small business owners. Medical Insurance**;Covered CA

Our current focus is Retirement Strategies and Estate Planning Strategies* for individuals and businesses. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS. This

firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0647683. 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.
/COMPLIANCE:2024-1617/

Preparation can sometimes be all you need to make the impossible, possible.
09/02/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
08/31/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Here are 5 facts about Social Security you absolutely need to know.
08/28/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/26/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

The top sources of stress for working Americans are all money related. Working with a financial professional can help yo...
08/24/2026

The top sources of stress for working Americans are all money related. Working with a financial professional can help you stay calm and financially confident.

Money-related issues are the top sources of stress for US adults. Working with a financial professional can help

Even low inflation rates can pose a threat to investmentreturns.
08/21/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goa...
08/19/2026

Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goals.

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking t...
08/17/2026

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking the leap into self-employment.

Consider the pros and cons of starting a business before taking the leap into self-employment.

08/14/2026

Have you used a junk-drawer approach to manage your investments?

How much is enough for your emergency fund?
08/12/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Address

5401 Business Park S, Ste 223
Bakersfield, CA
93309

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Jeffrey Schwartz, Pacific Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share