2011 - Providence Financial 2019

Open House and Ribbon Cutting Ceremony for Providence Financial & Insurance Services, Inc.

Posted on: October 20, 2011March 5, 2019 by: pf_adminin: Press Releases

WHAT: Providence Financial & Insurance Service’s open house. The event will feature a ribbon-cutting ceremony with the Woodland Hills-Tarzana Chamber of Commerce representatives, client testimonials, refreshments and a chance to win 16 prizes, including the grand prize of a 5-day, 4-night Mexico cruise, and five $100 Ruth’s Chris Steakhouse gift cards. Invited guests include the [...]

Senior Benefits is now Providence Financial & Insurance Services, Inc.

Posted on: October 14, 2011March 5, 2019 by: pf_adminin: Press Releases

WOODLAND HILLS, Calif. – Senior Benefits, a financial and estate planning company specializing in conservative investment strategies for baby boomers and retirees, has changed its name to Providence Financial & Insurance Services, Inc. to better reflect its identity and scope of services. Providence Financial & Insurance Services has also started a rebranding campaign, moved to [...]

Senior Benefits is Now Providence Financial & Insurance Services, Inc.

Posted on: December 1, 2011April 23, 2019 by: pf_adminin: Publications, Media Coverage

West Valley News, Volume 7, Number 10, 2011 - December 2011 New name, new office and a thriving business despite bad economy WOODLAND HILLS—Senior Benefits, a financial and estate planning company specializing in conservative investment strategies for baby boomers and retirees, has changed its name to Providence Financial & Insurance Services, Inc. to better reflect its identity [...]

Risk vs. Reward

Posted on: April 24, 2011 by: pf_adminin: Investing 101

It's no secret that greater reward (return) on your investments generally requires greater risk. On the near zero risk of the investment spectrum, which includes treasury bonds and bank accounts, the reward is very low, as exemplified in the current CD rates. On the more aggressive end of the investment spectrum, which includes stocks and [...]

Last Chance for a 2010 IRA Contribution!

Posted on: March 14, 2011 by: pf_adminin: Retirement Plans

Where does the time go? With the first quarter of 2011 nearly in the history books and spring upon us, it's a good time to review your financial affairs before entering the "la-la land" of summer. One important item that should be reviewed is your IRA and/or your Roth IRA. If you've recently realized you [...]

The Top of the S&P 500 Rollercoaster?

Posted on: February 19, 2011 by: pf_adminin: Stock Market

Bring on the fireworks! As of this month, the Standard & Poor's 500 has nearly doubled from its March 9, 2009 low of 683. The investing public is now in a euphoric state of mind where nothing seems to be daunting the stock market—not even turmoil abroad which would have likely caused the market to [...]

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