Providence Financial and Insurance Services, Inc
6320 Canoga Ave Suite 600, Woodland Hills, CA 91367
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About Providence Financial and 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. Anthony A. Saccaro, ChFC, J.D., Esq., is one of California’s financial leaders as awarded by Forbes magazine in 2013, 2015 and 2019. Born and raised in Los Angeles, Saccaro founded Providence Financial & Insurance Services in 1999 and has been helping thousands of individuals take control of their finances and prepare for retirement.
About Providence Financial and 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...
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
S
shari troncoso
Thuan Lam is the best advisor I’ve ever had. I have had a couple early on, but when I switched to Providence Finacial, it was the best decision I’ve ever made. My first advisor was great but when she left, Thuan took over my portfolio. Not only has my portfolio increased beyond what I could’ve imagined, he always explains everything so clearly to help me make informed decisions on how to move forward with my investments. I love them! Services Financial planning, Retirement savings consulting, Investment advising
E
Eileen Klingaman
My family has been with Anthony Saccaro and Providence for literally decades. Every dealing I have had with Thuan has been professional AND delightful! I know my account is very small compared to what they normally deal with but I am treated with the same respect as a million dollar investor. I would never go anywhere else. More than just professional, Thuan and team are friendly and I appreciate the warmth that comes across even over the phone.
L
Lynn Fitzpatrick Realtor (Fitz4houses)
Providence Financial has helped me consolodate a lot of accounts into a few manageable accounts. Their systems involved highly experienced team members who each are experts in what they do. Their advice and guidance has given me peace of mind for my future which is what is one of the most valuable pieces to a financial planner in my mind! Services Financial planning, Retirement savings consulting, Investment advising, Wealth management
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
L
Lynn Fitzpatrick Realtor (Fitz4houses)
Providence Financial has helped me consolodate a lot of accounts into a few manageable accounts. Their systems involved highly experienced team members who each are experts in what they do. Their advice and guidance has given me peace of mind for my future which is what is one of the most valuable pieces to a financial planner in my mind! Services Financial planning, Retirement savings consulting, Investment advising, Wealth management
E
Eileen Klingaman
My family has been with Anthony Saccaro and Providence for literally decades. Every dealing I have had with Thuan has been professional AND delightful! I know my account is very small compared to what they normally deal with but I am treated with the same respect as a million dollar investor. I would never go anywhere else. More than just professional, Thuan and team are friendly and I appreciate the warmth that comes across even over the phone.
S
shari troncoso
Thuan Lam is the best advisor I’ve ever had. I have had a couple early on, but when I switched to Providence Finacial, it was the best decision I’ve ever made. My first advisor was great but when she left, Thuan took over my portfolio. Not only has my portfolio increased beyond what I could’ve imagined, he always explains everything so clearly to help me make informed decisions on how to move forward with my investments. I love them! Services Financial planning, Retirement savings consulting, Investment advising
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