Investing in Woodland Hills, CA

“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!”

“We loved working with Michael on our complicated structure and tax returns. He has provided us tremendous guidance that affects our business down to the core - and we're looking forward to a much more successful 2025 with Michael as our guide!”

“Visited logix with our teen to open up a teen account for her. We were helped by Charles. Charles was very helpful, informative, and extremely kind. He helped our daughter understand the importance of having a bank account and how to properly manage her account. We greatly appreciate his exceptional customer service! Definitely see Charles for all your banking needs.”

“I’m so happy to find Bec Investments company and especially Mrs. Sherry Bibian who helped me to buy a new house as a first-time home buyer.
I’m completely satisfied and recommend this company.”

“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.”