661-861-9791 • 661-861-9795 FAX
5401 Business Park South, STE 223
Bakersfield, CA 93309
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Protect, Plan & Advance Your Unique Situations of Wealth  

As financial specialists, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth.

My mission is simple, I want to help people begin to dream again; and then help them to realize those dreams.

My goal is to do this without additional out of pocket costs, with no additional risk, and with more benefits to help people protect themselves against the forces that can change their lives forever.

My mission is to make a difference in people's lives.

- Jeffrey M. Schwartz


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The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2017, The Guardian Life Insurance Company of America

 

©2017 Jeffrey M. Schwartz, All Rights Reserved

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3585 MAPLE STREET SUITE 140 VENTURA, CA 93003, ph# 909.399.1100. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian CA License # 0647683

PAS is a member of FINRA, SIPC

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This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Important Disclosures

2017-42029 Exp 7/19