Bregman Financial & Insurance Services, Inc
Insurance • 
Lodi, California, United States • 1-10 Employees
Company overview
| Headquarters | Lodi, California, United States |
| Phone number | +19093991100 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Retirement Income Planning, Human Resources Assistance, Small Business Benefit Packages, Investment And Insurance Servicing And Sales |
| Founded | 1969 |
| Employees | 1-10 |
| Socials |
Key Contact at Bregman Financial & Insurance Services, Inc
Elizabeth Ochoa
Assistant Director
Bregman Financial & Insurance Services, Inc Email Formats
Bregman Financial & Insurance Services, Inc uses 2 email formats. The most common is {first initial} (e.g., j@bregmanfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bregmanfinancial.com | 66.7% |
{first name} | john@bregmanfinancial.com | 33.3% |
About Bregman Financial & Insurance Services, Inc
Bregman Financial is dedicated to putting their client’s needs first. Our team will work diligently to help you understand all your options and will be with you every step of the way. Bregman Financial & Insurance Services, Inc., offers to businesses and individuals, Health, Life, Disability, and other types of Insurance, complete Risk Management through all Major Types of Investment Products, and Personal Financial Planning. The company was founded in 1969 by Peter M. Bregman. His guiding principle was to put the client first and find solutions to their individual needs. The company has continued to focus on this principle serving its original clients and their children and grandchildren. Our current CEO, Marc Bregman is a veteran of the United States Army. He entered the insurance industry in 1997 and received a Bachelor of Science degree in Business Administration from the University of the Pacific in 1999. Also in 1999, Marc completed the requirements for his series 65, 63, and 7 securities licenses. Marc has held active roles in NAIFA, the National Association of Insurance and Financial Advisors. Marc has served as President of the local Stockton chapter, also on the State Board of Trustees and on the National level as Young Advisors Chairman. Marc is a member of his local Rotary Club and has served as a Board Member and Past CFO for the Lodi Police Foundation and Lodi Area Crime Stoppers. He has also served on the Board and Past Board Chair of the Boys & Girls Club, GOT Kids Foundation, and as the Finance Chair Lodi Memorial Hospital Foundation. He lives Near Lodi with his wife and six children. His passion is his family, being active in his Crossfit Community, Charitable Events & outdoor activities such as Jeeping, camping and Flying.
Bregman Financial & Insurance Services, Inc revenue & valuation
| Annual revenue | $8,979,220 |
| Revenue per employee | $898,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $28,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Bregman Financial & Insurance Services, Inc has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Bregman Financial & Insurance Services, Inc has never raised funding before.
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