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
“Smart and informed money decisions can mean the difference between enjoying your golden years or struggling to make ends meet.”
For A Secure Future
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.
About Anthony A. Saccaro
Anthony A. Saccaro, ChFC, J.D., founder and president of Providence Financial & Insurance Services, is a financial planner and registered investment advisor- but is first and foremost an educator. Since 1999, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future.
Saccaro was invited to share his financial expertise on KCAL9 News, has been a guest on CNBC’s “Worldwide Exchange” and makes regular live appearances on FOX Business News. He is the host of the Providence Financial Retirement Show which airs on Saturdays at 4PM PST on KRLA AM 870 The Answer.
Named one of California’s Financial Leaders by Forbes magazine in 2013 and 2015, Anthony A. Saccaro is part of the Ed Slott Elite IRA Advisor Group. His articles have been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena Star News, FOXBusiness, and West Valley News.
Saccaro is a frequent speaker on estate and financial planning topics and is a board member for Advisors Academy and for Senior Market Advisor, a leading industry publication.
Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca, son Aiden and daughter Audria, playing golf and traveling.
Are you ready to take your portfolio to the next level?
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“And my God shall supply all your need according to His riches in glory by Christ Jesus.” Philippians 4:19
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