From left to right: Denise Guerrero, Marketing Coordinator; Jacqueline Thomas, Client Service Manager, Anca Saccaro, Social Media Coordinator; Anthony Saccaro, ChFC, Esq., President; Krystal Soutar, New Accounts Manager; Lorraine Grossman, Associate Registered Investment Advisor; 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. Schedule a free consultation today to speak with an experienced financial advisor.

Many financial advisors simply tell you what to do and then expect you to do it. Then you start getting difficult to understand statements that leave you clueless about your investments. That is not acceptable.

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 20 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. As a fiduciary firm, we are not only compelled to act in your best interest, but also obligated by law. 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. Get in touch with us for more information, or schedule a free financial consultation today!