Providence Financial & Insurance Services, Inc | Financial Advisor in Woodland Hills ,CA

20335 Ventura Boulevard, Suite 125
Woodland Hills, CA 91364
Phone: (818) 887-6443

Income Strategies for a Secure Future


About

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.

At Providence Financial, we listen to our client's needs and concerns and educate them on their financial options. We then help them make informed decisions and come up with a customized financial action plan. Investing can be tricky, but our experience and knowledge in financial and estate planning, investment portfolios and asset management help us to maximize our clients’ goals. It’s what we’ve been doing for 15years!

When it comes to preparing for retirement, it is critical to find a financial advisor who cares about your life savings as much as you do. 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.

Contact us and schedule a free financial consultation. We promise that we will answer your questions and give you some good, old fashioned financial advice...all without any obligation to become a client if you don't want to!


General Information
Firm Start Year:   1999
No.of Employees:   5-9
Insurance License#:   0C62654
States Licensed in:   California, Hawaii, Nevada, Ohio, Washington.
Work Experience:   Providence Financial & Insurance Services, Inc. has been providing
comprehensive financial planning services to clients in the greater
Los Angeles area for over 15 years.
I work with the following types of clients:   Individual Investors
Foreign Languages Serviced:   Spanish


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Annuities , Insurance , Bonds , Stocks , Mutual Funds


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity
Financial Organization Memberships:   Paladin Registry , Ed Slott Elite IRA Advisor Group
Non-Financial Organization Memberships:   Better Business Bureau // National Ethics
Association // The Master's College
Legacy Society // Woodland Hills Chamber of
Commerce


Firm Information
Advisor's Number of Clients:   750
Advisor's Number of Managed Clients:   300
Advisor's Number of Planning Clients:   200


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Flat Fee , Based on Assets , Hourly
Fee % Based on Assets:   1.0%
Hourly Rate:   $200


Board Positions
Organization:  Senior Market Advisor
Position :  Advisory Board Member
Duration :  March 2009-Currently holding

Organization:  Advisor's Academy
Position :  Advisory Board Member
Duration :  March 2011-Currently holding


Education
Chartered Financial Consultant - Financial Planning  The American College - Bryn Mawr, PA.
March 2005-June 2007



FAQs

Anthony A. Saccaro, ChFC

Anthony A. Saccaro, ChFC

ChFC®

Biography


Anthony A. Saccaro, ChFC, founder and president of Providence
Financial & Insurance Services, is a financial planner and
registered investment advisor. For over 15 years, he has coached
thousands of individuals with their finances. He is passionate
about helping them develop income strategies for a secure future.
Saccaro is a frequent speaker on estate and financial planning
topics and is an advisory board member for Senior Market Advisor,
a leading industry publication.

Saccaro has been featured in prestigious publications such as The
Wall Street Journal, USA Today, Forbes, Los Angeles Daily News,
Pasadena Star News, Fox Business, West Valley News and Long Beach
Tribune. In 2011, the San Fernando Valley Business Journal named
Providence Financial as one of the top 100 firms in the San
Fernando Valley. In October 2012, Saccaro appeared on the cover
of Life Insurance Selling, a premier national magazine for
financial planners and insurance professionals. In May 2013,
Forbes named him one of Southern California’s Financial Leaders
and featured him in that month's edition of their magazine. In
January 2014, Saccaro was invited to be a guest on KCAL9 News and
speak on the topic of financial resolutions.

As a born again Christian, Saccaro professes his faith in Jesus Christ as his Lord and Savior and regularly attends Grace Community Church, pastored by Dr. John MacArthur, in Sun Valley, California. Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca and son Aiden, reading, playing golf and traveling.

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My Services


Financial Planning for Individuals

We specialize in working with baby boomers and retirees to help them protect their investments while yielding a 4%-7% rate of return. We coach you along the way while allowing you to remain in the driver seat. We will never make any changes without getting your approval and explaining why we are making certain recommendations. Once you become a client, we will take you through a process (about 90 minutes) where we will educate you regarding the universe of non-stock market investments. Our philosophy is that, if we clearly explain how an investment works so you can understand it, then you are intelligent enough to decide if it should be somewhere in your portfolio. We recognize that no two people are alike and this process helps us to work together to customize your financial plan. By the time we are done, we will come up with a diversified portfolio designed to make sure you never run out of money in retirement.


Financial Advice & Consulting

Do you wonder if you have enough income to retire or when you should begin taking Social Security? Are you concerned about how to protect your finances from the risk of the stock market or how to safely earn more interest than at the bank? These are the type of questions we answer for our clients every day. But we dig deeper. Most people don't know how to get true, non-biased advice. They want to work with an advisor who will give them the truth, not a salesman who is looking to make a fat commission on the investments they recommend. This is why we are fee-only. Depending on the size of your portfolio, our fee ranges between .5% and 1.5% per year of the assets we are managing for you. If your portfolio earns 6%, you'll keep 5% of it! What's exciting is that we include all of your analysis with that fee. We will develop a financial plan to make sure you never run out of money, review your existing insurance policies to make sure you're not under-insured, design a strategy to lower your taxes if possible, evaluate your IRAs, 401(K)s and other retirement plans, help you set up a Living Trust if you need one, evaluate your Medicare needs and even analyze the best way for you to maximize your Social Security. When we are done, we want to know that there is virtually nothing that can stop you from a successful retirement!


Retirement Planning

The decisions you make in retirement will often be the difference between success and failure. Since many of these decisions are irrevocable, it is critical that you get them right the first time. Making right decisions about when to take your Social Security income and what order to begin receiving income from your retirement accounts can mean a difference of hundreds of thousands of dollars over your lifetime. We will help you navigate the dangerous waters of retirement so you reach your destination successfully.


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My Team


Krystal Soutar
Krystal Soutar

Client Service Mgr.

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.


Denise Guerrero
Denise Guerrero

Executive Assistant

Denise has the primary responsibility of answering the phones and greeting clients when they come into the office. She has a wonderful smile to match her dynamic personality and she will be your best friend within minutes of having met her.


Paul Dean
Paul Dean

Enrolled Agent

Paul has specialized in individual and corporate tax preparation for over 30 years and our clients absolutely love him. If you have a tax problem or question, there is no one who can give you a better answer. His claim to fame is that he loves talking to the IRS and helping individuals when they get audited. He is a pleasure to work with and has a hilarious sense of "dry" humor.


Communities Served

Agoura Hills Beverly Hills
Burbank Calabasas
Camarillo Canoga Park
Canyon Country Chatsworth
Culver City Encino
Fillmore Gardena
Glendale Granada Hills
Huntington Park Inglewood
La Crescenta Lawndale
Los Angeles Malibu
Manhattan Beach Marina Del Rey
Mission Hills Montrose
Moorpark Newbury Park
Newhall North Hills
North Hollywood Northridge
Oak Park Pacific Palisades
Pacoima Panorama City
Pasadena Piru
Playa Del Rey Porter Ranch
Redondo Beach Reseda
San Fernando Santa Clarita
Santa Monica Sherman Oaks
Simi Valley South Pasadena
Stevenson Ranch Studio City
Sun Valley Sunland
Thousand Oaks Topanga
Torrance Tujunga
Valencia Valley Village
Van Nuys Venice
West Hills West Hollywood
Westlake Village Winnetka
Woodland Hills

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer Visa
MasterCard American Express
C.O.D.

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