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 * Who We Are
   * Meet Our Team
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ADVISOR SITE MENU

 * Who We Are
   * Meet Our Team
   * Community
 * Our Process
 * Our Services
 * Contact Us

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SANTORO FINANCIAL PLANNING GROUP | FINANCIAL ADVISOR IN PLAINVILLE, MA




EMPOWERMENT THROUGH INSIGHT





OUR MISSION IS SIMPLE: 

At Santoro Financial Planning Group, we support clients throughout their
personal financial journey. We help clients identify their economic objectives
and create a comprehensive plan to achieve them. We educate and empower clients
to make thoughtful decisions in their best interests. We are facilitators, not
gatekeepers.

 

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What Sets Us Apart?

With more than two decades of experience in the financial services industry,
we're able to support clients in achieving their financial goals at every stage
of life. We pride ourselves on delivering a holistic approach that is thoughtful
and provides highly tailored services. As a CFP® professional, our financial
consultancy is bound by a strict code of ethics and we act in your best
interests. We understand the importance of making the right decision that
reflects your changing needs.

Our experience in budgeting, cost-benefit analysis, asset management, the tax
implications of financial decisions, mutual fund analysis and attribution,
education funding, retirement planning, and estate planning is a sample of the
vital services we deliver to our clients. We provide services to individuals and
their families, as well as employer-sponsored programs.

 

 


 

 

 

 

 

 

 

 

2023 Five Star Award

 

 

Our Team





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This communication is strictly intended for individuals residing in the states
of CA, CT, FL, GA, MA, ME, NC, NH, NM, NY, OH, RI, VA, WA. No offers may be made
or accepted from any resident outside these states due to various state
regulations and registration requirements regarding investment products and
services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a
bank/financial institution, and are subject to risks, including possible loss of
the principal invested. Securities and advisory services offered through
Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment
Adviser.

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Santoro Financial Planning Group 51 Man-Mar Drive, Suite 5, Plainville, MA 02762
| P508.286.7900 | F508.286.7905

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