Santoro Financial Planning Group | Financial Advisor in Plainville, MA

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.

 

​View Our Services​ 

What Sets Us Apart?

With over 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 for our clients. We provide services to individuals and their families, as well as employer-sponsored programs.

 

 

 

2022 Five Star

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers.   (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

 

 

​Our Team​