WOODLAND HILLS, Calif. – Senior Benefits, a financial and estate planning company specializing in conservative investment strategies for baby boomers and retirees, has changed its name to Providence Financial & Insurance Services, Inc. to better reflect its identity and scope of services.
Providence Financial & Insurance Services has also started a rebranding campaign, moved to a larger office on Ventura Boulevard in Woodland Hills and hired more staff to accommodate its growth. “Despite the flagging economy, we’ve been blessed with a business that’s expanding,” says Anthony A. Saccaro, ChFC, president of Providence Financial & Insurance Services, who started out selling life insurance door to door in the late ’90s.
“Earlier this year, we started offering tax preparation services, and more importantly, we developed a relationship with Jim W. Rickard of the Stewardship Services Foundation in Santa Clarita who specializes in financial planning seminars for churches. We earned his trust and respect because of our service first philosophy and comprehensive financial planning strategies that help clients maximize their financial plans and retirement benefits while minimizing their taxes and post-death expenses. As a result, we’ve received countless referrals from him. It’s been a very fruitful alliance,” Saccaro added.
Saccaro got his California insurance license in 1999 and started Senior Benefits, working out of his home. He also became a registered investment advisor and started offering financial and estate planning services. In 2006, with his business growing, Saccaro moved it from his living room to a small office in Woodland Hills, just a few minutes from his current location. The recent name change to Providence Financial & Insurance Services captures Saccaro’s vision of his company based on his Christian faith and his belief that everything is providential, including his long hard road to success.
Providence Financial & Insurance Services is celebrating the name change and new office with a ribbon- cutting and open house on Thursday, October 20, 2011 from 4 to 8 p.m.
About Providence Financial & Insurance Services, Inc.
Providence Financial & Insurance Services specializes in conservative investment strategies and estate planning for baby boomers and retirees. Its mission is to help educate its clients on the myriad of investment options and income strategies so they can make informed decisions for a secure future.
Providence Financial & Insurance Services is a Registered Investment Advisor registered with the Department of Corporation in the State of California.