A FULL SERVICE FINANCIAL CONSULTING FIRM
The investment climate has never been more exciting or more challenging than it is today.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.
Are You Ready for the Second Act of the Secure Act?
Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0.
What Do I Do With All of This Money?
A financial professional can also offer a holistic support network, with connections that can help you build a team of trusted experts.
Weekly Economic Update – June 14, 2021
Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.