A FULL SERVICE FINANCIAL CONSULTING FIRM
The investment climate has never been more exciting or more challenging than it is today.![](https://sofinancialservices.com/santiagoorchardfinancialandinsurance/wp-content/uploads/2022/01/istockphoto-660670874-612x612-1.jpg)
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.
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Blog
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family.
Contact US
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.
Asset Allocation
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks.
Does Your Child Need to File an Income Tax Return?
As parents, we encourage our children to work, so they can learn important values about work and independence.
August 26, 2024 Weekly Market Insights
Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows.