Providence Financial and Insurance Services, Inc.
Tarzana, California
(15)
Tarzana, California
(15)
15 customer reviews
C C.
Long overdue review of Anthony and his wonderful staff. Â Been a client for about two years. Â Wanted conservative investment to preserve principal money, collect dividends for steady income. Â Started approximately in early summer 2018. Â Ultimately signed up for preferred stocks with high paying dividends management. Â The December of 2018 battered the account which ended the year with about 4% loss even after collecting dividends. Â But we stayed the course because it would have been worse without the dividends. Â Now almost a year later the account is up about 16% for the year which is exceeding our expectations holding a conservative preferred stock portfolio. Funny how I've been to numerous free reserved dinner-solicitations by other financial planners but did not sign up with any of them. Â But I went to Anthony's open invitation talk at a public library and signed up with him. Â His annual client appreciation dinners are very nice too. More...
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Sandra B.
Anthony Saccaro and all his team are awesome! Friday's dinner was excellent! We are very grateful for all the kindnesses of all who work there. Â THANK YOU VERY MUCH!
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Gail B.
I usually throw away flyers inviting me to "financial programs for the retired,"  but there was something about the flyer I received from  Providence Financial that made me read it  and even respond.  Thankfully, my intuition was right or was it B'SHAIRT (fate/meant to be)  Regardless, my partner and I realized quickly that this was an important step for us.   With our world so volatile and uncertain, we have been concerned about some of our investments.  But, after meeting Anthony Soccarro and his TEAM, I knew we were in the right place and would be  guided to make smart decisions.  We were then invited to a free consultation; and  then there was this event with 300 of his clients  at The Odyssey that was wonderful.  Anthony introduced his entire TEAM, had them come to the front of the stage and announced their positions with the firm.  Best of all, he introduced his wife and children whom he gave credit for their love and total support.  This is a GOOD man! I can't wait to see what happens next! More...
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B Stukey
Great advice and security with Anthony. Encourage all to check out their options and review their retirement plans with Providence.
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Eddie N.
Yelp is nuts there not filtering the right reviews. This place is awesome and they deserve 5 stars all year round. Everybody makes mistakes and it's our job to forgive and keep people happy. They tell the truth and got the job done for 30 of my referrals. More...
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Jenny M.
We have been extremely pleased with Providence Financial in every dealing we've had with them. Every person we've interacted with has been very pleasant and accommodating. Our tax preparer, Paul, is very knowledgeable and helpful. More...
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Denise Johnson
Excellent service, honest, detailed appointments. Trusted.
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Kathy Kositchek
Top notch advisor and office personnel. Takes time to answer questions and listens well.
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Mark Economou
Integrity and competency seem to summarize this outfit. Taking good care of my money with great service. Recommend highly
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Jimmy R.
This review is long overdue. Several months ago, a third-party agency set me up with a free financial consultation with Anthony and an associate of his at Providence. I'm in my 20's and don't have nearly enough assets to qualify for a financial manager, but they gave me great advice. They didn't try to sell me anything and were really generous with their time and attention, especially considering that I'm years away from even considering personal financial management. Â They really set me on the right track.Although I only met with them once, it was easy to see that their approach to wealth management is very sensible, but also very insightful and specific in ways that make Providence worth considering if you're in the market for their services. Thanks again, Anthony! More...
Reviewed on Yelp
Andrew H.
We have known Anthony Saccaro and the Providence Financial group for the past 5 years and they are a very knowledgeable, professional and excellent in their communication. They offer a variety of services including financial planning, life insurance application, family trust and more! Anthony is very accessible if you have any questions and very thorough in his work. I would recommend Providence Financial to any of my family members or friends. More...
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C. T.
Providence Financial provides great service to their clients. Â Anthony and his staff are nice people to work with. Â They are always polite and professional. Â The client service manager, Krystal, is the best! Â She is very organzied and diligent. Â The office always responds back to phone calls and emails. Â Thanks Providence! More...
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Susan T.
We are extremely pleased with the exceptional service we have received from Anthony and his team. Â We trust him completely to guide us on important retirement decisions.
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Adam S.
I wish I would have meet Anthony at Providence Financial about ten years ago. Anthony's view on the markets, investment strategies, and overall financial advice have been a blessing to our family. He took the time to understand our financial past, present, and where'd like to go before offering advice or suggesting anything. The recomendations and advice he gave us felt taylor made for our situation. I can tell he really goes out of his way for us, and I can safely assume he does the same for every one of his clients. And that carries through with all the members of his staff. I also strongly recommend Paul Dean for taxes; he knows and understands taxes better than anyone else I've ever met. Overall, I look forward to working with Anthony and Providence again! More...
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Denise J.
Whatever your financial concerns may be Anthony is the help that you need. He is experienced and able to answer all of your questions. Whether you need to know when to retire, or how to invest properly at your specific age and take into account your financials and assets. This is the place to go!Thanks again Anthony! More...
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