“Smart and informed money decisions can mean the difference between enjoying your golden years or struggling to make ends meet.”
From left to right: Paul Dean, EA, Accountant; Lorraine Grossman, Associate Advisor, Director of the Estate Planning Division; Anthony A. Saccaro, ChFC, J.D., President; Anca Saccaro, Social Media Coordinator; Krystal Soutar, New Accounts Manager; Denise Guerrero, Marketing Coordinator; Gerry Alcala, Client Relationship Manager
Providence Financial & Insurance Services provides comprehensive financial, estate and tax planning education and services for clients in the greater Los Angeles area. We specialize in conservative investment strategies for baby boomers and retirees. Our service-first philosophy means we invest our time in you and listen to your situation before ever asking you to become a client.
Many financial planners simply tell you what to do and then expect you to do it. Then you start getting statements that are difficult to understand and leave you clueless about your investments!
At Providence Financial, we sit down with our clients, find out their needs and concerns and educate them on their financial options. We then help our clients make informed decisions and come up with a customized financial action plan. Investing can be tricky, but our experience and knowledge in free market theory, estate planning, client investment portfolios and asset management helps us to maximize our clients’ goals. It’s what we’ve been doing for over 15 years!
When it comes to your money and how you should save for retirement, it is critical to find a financial advisor who cares about your money as much as you do. Anthony A. Saccaro, Chartered Financial Consultant and president of Providence Financial, coaches his clients and helps them to invest their hard-earned money in a responsible way.
“And my God shall supply all your need according to His riches in glory by Christ Jesus.” Philippians 4:19