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.
What You Need to Know About Year-End Charitable Giving
Have you walked out to your mailbox yet today? Chances are, this time of year, there may be a heartfelt and well-meaning message to you, asking you to give to a certain charity.
4 Inheritance Tips to Keep Your Kids Motivated
So you’ve been thinking. You’ve worked hard and smart and made some money. Quite a bit of it.
Money-Saving Tips for College Students
We work a lot with college students who need college education plans, or students who are looking to get a jump start on their savings and financial planning.