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The investment climate has never been more exciting or more challenging than it is today.
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At Santiago Orchard Financial and Insurance Services we believe that education is key to helping our clients and community start on the path to financial success.
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3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family.
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Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.
Santiago Orchard Financial & Insurance
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At Santiago Orchard Financial and Insurance Services, our governing philosophy is based on three foundational principles: Customer Service, Education, and Customizable Planning. Our Team is dedicated to giving you exceptional personal service because we understand that you are entrusting us with your financial future.
Financial Planning
Contrary to popular belief, you don’t have to be rich to afford good financial planning services. Every household and individual is different, but at somepoint everyone will need financial planning advice.
Asset Management
We take a wholistic and custom approach to each clients financial needs. Asset Management is one of the many services that we provide to help your family obtain your goals.
My husband and I met Jeff at one of his workshops in Orange County. After signing up for a free appointment we became clients. It has been several years and we could not be happier with our decision. Thanks Jeff!
Recent Posts
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Red Flags for Tax Auditors
No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention.
How to Appeal Your Property Taxes
The procedures and requirements for challenging the assessed value of your property will differ by state, but you should consider a number of general factors.
March 24, 2025 Weekly Market Insights
Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.