Sandria M. Calio, CPA/PFS, CFP®, founder of Providence Financial Services, LLC has provided trusted financial guidance to individuals since 1997. Providence is an independent financial planning and wealth management firm that provides personalized and objective counsel to clients nationally and internationally.
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Providence Financial Services, LLC is a registered investment adviser in the state of Ohio. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.