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Advisor Site Menu

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

 

Access Your Account

Access detailed account information and monthly consolidated statements online.

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If you would like to access your account online but do not have login credentials, please contact our office for assistance.

Learn About Investor360°

View the Investor360° user guide for more information.

Click the video below to watch the Investor360° tutorial.

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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