Providence Financial and Insurance Services, Inc - Woodland Hills, California

Robert W.

In early 2019 I was already eight years into an early retirement from my 42 year career in TV and motion pictures. My wife was set to retire from the same industry the following year. We were very fortunate to have a successful equity portfolio that was invested 100% in Berkshire Hathaway, earning between 15% and 20% per year for 20 years. But we realized that the time had come to move to a less risky, well managed retirement income strategy. I happened to hear of a retirement planning seminar at our local library and I signed up, thinking that maybe I would learn a thing or two. The person conducting the presentation was Anthony Saccaro, CEO of Providence Financial. What impressed me the most is that Anthony turned out to be the best, most dedicated teacher I have ever experienced and he never once tried to sell us anything. Shortly thereafter, we contacted Anthony and we signed on with Providence Financial. Anthony took lots of time getting to know us and to assess our goals, risk tolerance, etc. With his expert help, we developed a plan. I have to admit, it wasn't easy having to think more conservatively now that we were retired. I am not a conservative person at all, financially speaking! But it didn't take long to realize the advantages of that less risky mindset! We have now been with Providence Financial for five years and I couldn't be more pleased. Our portfolio is earning a good, consistent income without our having to deal so much with the fluctuations of the market. The management of our portfolio is incredibly proactive and intelligent. Even if I were a financial expert I could never manage my own portfolio this effectively, nor would I want to! I am thrilled to pay a very fair fee for this kind of excellent service and, of course, the better we do the better they do! I also appreciate that I can still make my own financial decisions after seeking the advice of this great team of professionals that are always available. Despite the company's rapid growth, we are still treated as though we are two of their most important clients and I appreciate that very much! It is a great feeling to be able to just relax and enjoy life, knowing that our money is in really good hands! No, they didn't pay me to say that!! And, by the way, they also helped us update our trust!

Dennis M.

Fantastic Client Appreciation Dinner. Anthony Saccaro shows sincere appreciation to his clients

Andre V. C.

As a physical therapist I see my main task to empower my clients to prevent or get rid of an injury and to help them thrive physically for the rest of their lives. I was looking for somebody who has the same approach regarding our financial future. I changed to Anthony Saccaro because he took the time to explain the best strategy to secure our family's financial future in good and bad times. He also sat down with our 21 year old daughter explaining her best strategy for the goals she had. We're happy we made the change and we're looking forward to the future without anxiety and with peace of mind.

Wayne B.

As I was approaching retirement, I researched the many financial advisors/firms out there. I was looking for an honest financial planning firm that specialized in securely managing retirement income. I found that the Providence Financial team was the best fiduciary financial planning team around. I also love the fact that they have teamed-up with another successful financial team of experts with a good track record called “Sound Income Strategies”. I appreciate that Anthony Saccaro along with his team members are pro-actively checking-in with me on a regular basis. I sleep well at night knowing that even if I live past 100 years old, I will never run out of retirement income while still maintaining my original principal.

Tom J.

Anthony has provided peace-of-mind as I moved into retirement. I know that his advice has been honest and top-notch over the last 5+ years of working with me. I have not worried about my retirement money, even in the current bear market. Anthony’s strategy of focusing on income instead of growth provides me with a steady stream of retirement funds. I don’t need to sell off assets and stress over what to sell, when to sell, or just go will less. My biggest take-away is that Anthony is honest and upfront. I moved to Anthony’s company on the advice of others, it has been one of the best financial decisions I made. My previous financial planner’s goal was to sell me products with limited interest in my specific situation. Anthony really worked with me to understand my situation, building a retirement income plan that works. What a breath of fresh air.

Susan R.

I needed a fiduciary financial investment firm. I started doing research and built up a list of firms from word of mouth to financial magazine recommendations and the internet.

After speaking with every firm on the phone, I narrowed my list from ten to three.

I then had personal meetings with each firm. I chose PRINCIPAL FINANCIAL SERVICES! I chose them because of Anthony and his experience, knowledge, and professionalism. He is warm and kind and runs a great ship.

I can happily say that on my first anniversary as a client at Providence, I could not be happier, especially with the support from Jacqueline! She has done a great job, answers all my questions and seems to always be available, even when she is off site. She has a beautiful, kind spirit, that is rare to find.
I cannot say enough good things about Providence Financial!!!

Ann M.

This office is extremely professional and knowledgeable. Anthony surrounds himself with a team of specialists so between his research and theirs, you know he is on top of all the current financial information available. I particularly appreciate the amount of time they take to teach/inform you of your options and the level of risk (or lack of) for each option. Information is presented in a clear and concise manner so it's easily understood. This is a company with a proven track record of helping people make sound financial decisions for their future. They also offer legal and accounting services. The level of integrity here is unmatched. I highly recommend Providence Financial.

Lowayne S.

On September 23, I spoke to Jacqueline Thomas regarding the account number of my investment with Providence Financial & Insurance Services. Jacqueline provided the info that I needed and she also referred me to talk with the Client Service Advisor, Thuam Lam, about my Annuity with a Lifetime Income Rider. On September 28, Thuam called me and reviewed my investment accounts. Thuam gave me great advice regarding the benefits of my Annuity. Both Jacqueline Thomas and Thuam Lam gave excellent client service and useful advice that supported why I have my investments with Providence Financial & Insurance Services. I highly recommend talking with Anthony Saccaro (President & CEO) and his great team about your financial needs.