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“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!”
“Roger Ruiz was friendly and professional getting me started on the path to my tax resolution! I think I am in good hands. I look forward to giving a very positive review after my tax issue is resolved.”
“Shonty is the best accountant in Los Angeles, and a great person to boot. He is fantastic for both personal and business accounting as well as financial planning services. Intelligent, calm and professional - exactly what you want in an accounting. His team is great too and they are super responsive.”
“We used Henry last year for he first time and he was accommodating and took his time to explain things to my husband and I. We just made our tax appointment for this year and could not recommend Henry enough!”
“My father spoke to Ms.Heather Jo and she gave us some good information. Her work ethic is amazing! She then had us speak to a gentleman (forgot his name) and we definitely are looking forward in doing business with this company. Thanks again!!”
“Mr. Warren and his company have been extraordinary to work with over the last few years. We have been able to go above and beyond initial projections. It has been a true blessing!”
“ATTENTION READ THIS PLEASEMr. Horowitz has passed away unfortunately. His clients were bought by Foumberg in Encino. DO NOT USE THEM they are an awful awful firm. Over charge and under deliver. It takes them an entire year to finish your tax returns and they bill you by hour. It was an extremely unreasonable amount to complete a tax return. Nearly $5,000 for A TAX RETURN. Avoid them at all costs. Find someone else.”
“I very much appreciate Artists Business Management Group (ABMG), Larry Lerner and his office for always being there for me and offering solid business advice. Larry is very hands-on and I have never had this kind of service before and I have worked with many CPAs.His staff is extremely knowledgeable and helpful and they always go the extra mile for which I am grateful. Allie is always there for me every step of the way providing any back up and support whenever I needed it. Great staff!Larry is a pleasure to deal with and he is an exceptional CPA and business manager and I give him my highest recommendation.”
“The Woodland Hills staff is very knledgable and professional. They assisted our family with Estate needs. I would recommend getting an appointment. Very good staff to work with.”
9:00 AM - 5:00 PM
15305 Sunset Blvd, Pacific Palisades
Financial Advising
“I have to give a 5 star to Lanier and Irving - tellers at the Palisades branch. Our accounts are located at the Brentwood Branch and yet they still treat us like family. Both these guys are outstanding representations for their company.”
8:30AM - 5PM
30300 Agoura Rd #250, Agoura Hills
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“As a long time associate of Steven at Velocity Mortgage, I am thrilled to share my incredible experience. Through the years the VM team has assisted my group in closing some of the most difficult deals that ever could possibly exist in the most challenging markets. All at Velocity performed with extreme professionalism and efficiency. I highly recommend working with Steve and his team at Velocity for all of your commercial mortgage needs!”