Featured Business Financial Advisor in Woodland Hills, CA
Woodland Hills Financial Advisors
Providence Financial & Insurance Services, Inc
20335 Ventura Boulevard, Suite 125
Woodland Hills, CA 91364
(818) 887-6443
“Income Strategies for a Secure Future”
Advisor Profile
Anthony A. Saccaro, ChFC
Name:  Anthony A. Saccaro, ChFC
Phone Number:  (818) 887-6443
Website:  Visit Website

About Providence Financial & Insurance Services, Inc

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

CRD#:    5230816
Firm CRD#:    141988
Insurance License#:    0C62654
States Licensed in:    California, Hawaii, Nevada, Ohio, Washington.
States Willing to do Business in:    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
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:    Mutual Funds, Insurance, Annuities, Stocks, Alternative Investments, Bonds, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At my office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Variable Annuity, Variable Life, Long Term Care, Life, Health, Annuity, Disability
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 and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:    1.0%
Hourly Rate:    $200
 
 
 
Prepared By: Anthony A. Saccaro, ChFC