A FULL SERVICE FINANCIAL CONSULTING FIRMThe investment climate has never been more exciting or more challenging than it is today.
Santiago Orchard Financial & Insurance
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.
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!
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Regardless of your parental approach to your teen children and drinking, when teens drink at home, you may be exposed to substantial civil liability.
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you.
The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.