A FULL SERVICE FINANCIAL CONSULTING FIRM

The investment climate has never been more exciting or more challenging than it is today.

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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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3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family.

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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.

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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!

Teresa Wilkins

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Yorba Linda Lifestyle

Recent Posts

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

TIPS for Inflation

TIPS for Inflation

In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over the helm of the world’s most influential central bank.

Understanding Money Market Funds

Understanding Money Market Funds

A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash equivalents and short-term debt-based securities, which can also include U.S. Treasury Bonds.