Providence Financial & Insurance Services provides holistic financial, estate, and tax planning education and services that help our clients effectively achieve their financial goals. We specialize in wealth management and conservative investment strategies geared toward Baby Boomers and retirees. Our “service first” philosophy means we invest our time in you and learn about your situation before ever asking you to become a client.
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
As a Fiduciary firm, we are held to the highest regulatory standard of accountability, which means you can be sure we will always put your best interests first.
We also believe that managing your money wisely means being knowledgeable about all your options. That’s why we place a heavy emphasis on financial education. This focus on education, along with our more conservative approach to retirement planning, led us to become a Retirement Income Source firm. We are backed by a national network of income specialists and an SEC Registered Investment Advisory firm that manages more than $2 billion in client assets.
As a full-service, financial planning and retirement 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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