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Anthony A. Saccaro, ChFC

Providence Financial & Insurance Services, Inc

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364
(818) 8876443

Income Strategies for a Secure Future

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

Firm Start Year

1999

No.of Employees

5-9

CRD#

5230816

Firm CRD#

141988

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

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

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

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1.0%

Hourly Rate

$200

Education

Chartered Financial Consultant - Financial Planning

The American College
March 2005 - June 2007