FREE Financial Consultation!
(818) 887-6443

info@providencefinancialinc.com

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

Our Firm

From left to right: Gerry Alcala, Client Relationship Manager; Denise Guerrero, Marketing Coordinator; Krystal Soutar, New Accounts Manager; Lorraine Grossman, Associate Advisor, Director of the Estate Planning Division; Anthony A. Saccaro, ChFC, J.D., Esq., President; Anca Saccaro; Social Media Coordinator; Kelly Kuriger, Executive Assistant; Danielle McMullan, Client Service Manager; Alec Tuckman, Associate Advisor

At Providence Financial & Insurance Services, we know that the choices you make now about your financial resources will affect your financial future. Our extensive experience in asset protection and management, recognizing stock market trends, estate planning, and tax preparation enables us to maximize our clients’ financial resources while minimizing their risks.

As a full-service financial and retirement planning firm specializing in conservative and integrated investment strategies, Providence Financial can help if you have questions about the following:

Your current investments

How to keep your money safe while earning more interest than at the bank

Rolling over your 401K

Maximizing your IRA

Roth IRAs

Whether a Roth IRA conversion is right for you

Reducing the taxes on your investments

Whether you have enough money to retire or maintain your standard of living

Avoiding probate through the use of a living trust*

Giving to charities

Setting up a college fund for your children or grandchildren

When to begin taking Social Security income

Whether you should select a Medicare or Medicare – Advantage plan

How to qualify for Medi-Cal

Using a reverse mortgage to supplement your retirement

Maximizing what your heirs will receive

Financial mistakes you may be making but aren’t even aware of

Tax preparation services

* Living trusts are drafted by an independent law firm.

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Providence Financial and Insurance Services, Inc, Financial Planning Consultants, Woodland Hills, CA