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November 2023 by Robert Buchanan
Outstanding team of people to help you prepare for retirement and enjoy it
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November 2023 by Curt MacLean
A great team to put your financial house in order so that when it comes time to retire, the investments that they have managed for you will last.
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February 2023 by Alex Riancho
Thuan has been very helpful in educating me and offering me insight on how to properly invest and allocate my assets. He has been patient in my educational process and truly wants to see me succeed. I am happy to be working with him and will continue to do so.
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January 2023 by Susan Rainwater
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!!!
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October 2022 by Lowayne Shieh
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.
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October 2022 by Wayne Begnaud
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.
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October 2022 by Andre van Commenee
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.
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October 2022 by Janet Covington
I came across Providence Financial by going to a free seminar. I listened to their retirement philosophy- “you can live off of your dividends/interest and not have to touch any of your principle.”I am not rich so this sounded pretty good. I have been with Providence Financial for 2-1/2 years now….and I have Not looked back.Check out their website and connect to their Facebook and listen to a few video chats with Anthony Saccaro and stop worrying about the stock market!
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October 2022 by JoelnJen Wong
Anthony and team are a joy to work with. The level of customer support exceeds that of what you'll find elsewhere. They take care of many aspects of finances so you come to them for practically anything from investments to estate planning.
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October 2022 by naomi traber
A truly amazing team, friendly, respectful, and very professional!From the very first person to answer the phone, Becca Kasper, and all the way to my advisor, Anthony Saccaro, your questions will be answered in a timely manner!On a personal note, Crystal you are amazing. Your patience with a client needing help was over the top! yea
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October 2022 by Mike Neskovic
I like Providence financial and insurance services and Mr. Saccaro is giving us excellent information how to invest our money and how to take the best care of our patient plan! I would highly recommend their services to you if you wish to get the best deal with your pension plan, thank you
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October 2022 by Helinda Salonga
We've been with Anthony for over12 years and his team are very professional and would go out of their way to help you.We're grateful for their service.Thank you to the staff of Providence Financial.Helen Salonga
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October 2022 by Joy Kasper
Anthony Saccaro takes the time with each of his clients to clearly explain and advise. He truly seems to listen and care about his clients and their well-being! Thank you!
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August 2022 by Tom Jayne
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.
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May 2021 by Ann Moore
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.
