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Established 1969

Client Login
  • Living Balance Sheet
  • American Funds
  • Park Avenue Securities
  • Home
  • About
    • Firm Overview
    • History
    • Meet Marc Bregman
    • Meet Our Team
    • About Guardian
    • Interview: What Sets Us Apart
    • Community Involvement
    • Areas We Serve
  • Solutions
    • Solutions Overview
    • Individuals & Families
    • Business Owners
    • Life Insurance & Annuities
    • Health Insurance*
    • Personalized Disability Quote
  • Resources
    • Resources
  • Your Career
  • Contact

Areas We Serve

We’ve been serving the San Joaquin Valley for over 45 years. In 2020 we expanded our service to the Phoenix, Arizona area.

In 2024, we expanded to the Denver and Fort Collins areas in Colorado, and all of Wyoming.

Though we have clients across California and Arizona, we generally serve clients in the following areas:

Arizona

  • Phoenix
  • Scottsdale
  • Mesa
  • Gilbert
  • Chandler
  • Glendale

 

  • Peoria
  • Sun City West
  • Surprise
  • Wickenburg
  • Carefree
  • Fountain Hills
 

California

  • Lodi
  • Stockton
  • Galt
  • Lockeford
  • Valley Springs
  • Angels Camp
  • Jackson
  • Sacramento

 

  • Vallejo
  • Discovery Bay
  • Brentwood
  • Walnut Creek
  • Woodland
  • Napa
  • Fairfield
  • Vacaville

 

  • Rio Vista
  • Bakersfiled
  • Fresno
  • Modesto
  • Manteca
  • Tracy
  • Scottsdale
  • San Jose

 

Colorado

  • Fort Collins
  • Timnath
  • Severance
  • Windsor
  • Kelim

 

  • Loveland
  • Masonville
  • Bellvue
  • Ted’s Place
  • Greeley
 

Wyoming

  • Cheyenne
  • South Greeley
  • Burns
  • Chugwater
  • Laramie
  • La Grange
  • Wheatland
  • Whiting

 

  • Cody
  • Meeteetse
  • Wapiti
  • Powell
  • Lovell
  • Emblem
  • Burlington

 

  • Sheridan
  • Big Horn
  • Buffalo
  • Gillette
  • Moorcraft

 

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Copyright © 2025 Bregman Financial & Insurance Services


Park Avenue Securities Form CRS

Marc Bregman, CA Insurance License #0C11471, Registered Representative and financial Advisor of Park Avenue Securities LLC (PAS), OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. 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. PAS is a wholly-owned subsidiary of Guardian. This firm is an agency of Guardian. Pacific Advisors, LLC & Bregman Financial & Insurance Services, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material 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 such a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. 2024-171867 Exp 3/26

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