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.
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.
2011-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.