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.
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This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your ...
06/17/2026

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.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
06/15/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Another trip around the sun... and apparently nobody has figured out how to stop me yet. 😄Grateful for another year, ano...
06/13/2026

Another trip around the sun... and apparently nobody has figured out how to stop me yet. 😄

Grateful for another year, another birthday, and all the family, friends, clients, and colleagues who make life so meaningful. Here's to more laughter, more memories, and making the most of every day. Cheers to another year of living life with both arms wide open!

Now let's see what kind of trouble I can get into this year. 🎉🎂🎉

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership...
06/12/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
06/10/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

It isn't whether you should have auto insurance - it's what kind you should have.
06/08/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
06/05/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Contact me today to learn more
06/03/2026

Contact me today to learn more

For many business owners today, retirement planning is important for both their own and their employees’ financial future

06/01/2026

Many Americans are unprepared for an emergency. It's important to make sure you’re covered for things that could pop up unexpectedly

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

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