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(818) 887-6443

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20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

FORBES 2015 California Financial Leaders

We’re honored to be featured again among California’s Financial Leaders in the July 2015 subscriber issue of Forbes Magazine. This short list includes 6 companies which are excelling in the field of financial services in the State of California. The article highlights our firm’s core values, areas of expertise and holistic approach to financial planning. This is our second Forbes nomination in the financial leadership field, the first one dating back to May 2013.

Before the Cake and Wedding Dress: Couples Should Discuss Finances Before Saying “I Do”

MainStreet.com, June 3, 2014 With the wedding season kicking into high gear, there’s one discussion that too often doesn’t occur between couples – finances. Unfortunately, they would rather talk about anything but money. At minimum, couples should have a frank discussion about their approaches to budgeting, planning and saving. Anthony A. Saccaro, ChFC, explains why […]

Providence Financial Donates to Support The Master’s College Student Scholarships

San Fernando Valley Business Journal, June 2 – June 15 Issue Woodland Hills-based wealth management firm Providence Financial recently donated $10,000 to support the annual Master’s College Golf Tournament and help raise funds for student scholarships. Anthony A. Saccaro, ChFC, founder and president of Providence Financial, stated: “Because I am a Bible-believing Christian and because […]

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