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
__
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.
Teen Drinking and Your Liability
Regardless of your parental approach to your teen children and drinking, when teens drink at home, you may be exposed to substantial civil liability.
Starting a Roth IRA for a Teen
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.
Weekly Market Insights – October 11, 2021
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.