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Latest Articles

Retirement

  • Women on the Rise
  • How to consider inflation into your retirement strategy

Estate

  • Four Steps to Valuing an Estate

Investment

  • How Stocks Work

Insurance

  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • Financial wellness for everyone: Term life insurance
  • Financial wellness for everyone: Whole life insurance
  • Financial wellness for everyone: Income protection
  • Couples: How to choose between 2 insurance plans
  • Financial confidence boosters for women in midlife

Tax

  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • 5 smart ways to spend your tax refund

Money

  • Finding calm during volatile markets
  • Financial empowerment tips for women
  • Unexpected costs to plan for when you're adopting

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • How Boomers and Millennials Differ
 

Contact

Office: 661-861-9791

Office: 661-861-9792

Mobile: 661-343-2413

Fax: 661-861-9795

5401 Business Park South

Suite 223

Bakersfield, CA 93309

PAS

jeffrey_m_schwartz@pacificadvisors.com

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC . OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 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. California Insurance ID #0647683.

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