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The investment climate has never been more exciting or more challenging than it is today.Upcoming Events
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.
Blog
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.
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.
The Cost of Medical Care
When uninsured people end up in the hospital, “sticker shock” can follow.
November 18, 2024 Weekly Market Insights
Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
Understanding Qualified Charitable Distributions
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor.