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
“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. 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!
About Anthony A. Saccaro
Anthony A. Saccaro, ChFC, J.D., Esq., is one of California’s financial leaders as awarded by Forbes magazine in 2013, 2015 and 2019. Born and raised in Los Angeles, Saccaro founded Providence Financial & Insurance Services in 1999 and has been helping thousands of individuals take control of their finances and prepare for retirement. As an attorney and holistic financial planner, Saccaro is first and foremost an educator. He knows how to explain industry jargon in terms that make sense to the average American who is looking to understand the fine print on their statements, protect their nest-egg, or get a higher rate of return. As a financial advisor, he is passionate about teaching and coaching clients on the universe of investment options to help them develop clear income strategies for a secure retirement. Additionally, Anthony is a Fiduciary, meaning that he is both legally and ethically bound to act in the clients best interest.
A frequent guest on CNBC and Fox Business Network, Saccaro has also hosted the Providence Financial Retirement Show and has been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News and FOXBusiness.
Saccaro is a frequent speaker on estate and financial planning topics and is a board member for Advisors Academy, as well as a member of the Ed Slott Master Elite IRA Advisor Group.
Naming golf, family, travel, and studying the bible as favorite pastimes, Anthony and his wife Anca have been married for close to 20 years and have two children, Aiden and Audria.
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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