Anthony A. Saccaro, ChFC, J.D., Esq., founder and president of Providence Financial & Insurance Services, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 20 years, 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.
Social Media Coordinator
Anca's primary responsibility is to promote our brand on social media platforms like Facebook, LinkedIn and Twitter. Furthermore, she creates our monthly client newsletter and updates our company website with biweekly blog posts. Anca also works with the website developers to make sure it stays current with our recent media features or company events. Her background in journalism make her an excellent editor and writer and she puts that to good use in helping us maintain a professional online presence.
In addition to answering the phones and greeting clients when they come into the office, Denise coordinates our marketing efforts and client appreciation events. She has a wonderful smile to match her dynamic personality and she will be your best friend within minutes of having met her.
New Accounts Manager
Krystal is responsible for transferring funds to and from the various institutions we work with. She handles all requests for fund distribution and account updates and is an expert in financial and insurance paperwork. She has her Bachelor's Degree in Finance from Cal State University Northridge.
Client Relationship Manager
Gerry is friendly and personable and his eagerness to accommodate a client’s needs always comes through. He brings over 18 years of customer service experience and has worked with clients from top executives to everyday people, treating everyone with the same level of respect and consideration.
Lorraine Grossman is an Associate Registered Investment Advisor at Providence Financial & Insurance Services, Inc. She joins Providence Financial in delivering superlative value to its clients and bringing unsurpassed expertise to an already distinguished team of expert strategists.
Estate Planning Coordinator
Cheri is a Certified Paralegal experienced in estate planning, trust administration and probate. She facilitates all estate planning work done within our firm. She understands the importance of preparing for the future and values the peace of mind that our clients receive by taking steps to ensure that the assets they've worked so hard to obtain are going to be managed and distributed according to their own wishes. Whether you are seeking to learn about the estate planning process, or need to discuss your current estate plan, Cheri is available and happy to assist.
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