SANTORO FINANCIAL GROUP

Santoro Financial Group provides its private clients with solutions to preserve and grow capital safely while reducing the tax erosion on family wealth. Using a sophisticated holistic planning approach we ensure each client has financial clarity and certainty in their plan.

WHO WE WORK WITH
& HOW WE MAKE A DIFFERENCE

BUSINESS OWNERS

We provide business owners with alternative strategies to protect their capital, reduce the tax erosion on their wealth, and gain confidence and control in their planning.

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PROFESSIONALS

We work with professionals of Law, Dentistry, Medicine, and Finance using a proven approach to help them mitigate risk and reach their financial goals, freeing up time to focus on their careers.

OUR PROMISE TO YOU

Using our proven process, we get to know you and introduce you to our services. We take the time to listen, helping you to identify and clarify your goals. From our discussions we often uncover opportunities as well as gaps in your planning. We add value by focusing on new or missed opportunities and closing the gaps in your plan.

 

We will discuss both traditional and alternative strategies to help you grow your capital, mitigate risk, and reduce the tax erosion on your wealth.

 

Your personal goals are the foundation of our discussion. Together we work with you to make decisions based on the facts, put an action plan in place, and follow up to make sure the plan is implemented and monitored. Our approach brings you clarity and our recommendations are presented in a transparent and simplified way.

TELL ME MORE

Our mission is to help our clients create extraordinary lives, to provide the most thoughtful service experience possible, and to positively impact our community.

WHO WE ARE
MEET THE TEAM
STEVE SANTORO
STEVE SANTORO
PRESIDENT & CERTIFIED FINANCIAL PLANNER
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ANDREW MACKAY
ANDREW MACKAY
FINANCIAL SECURITY ADVISOR
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MARCO D'AVERSA
MARCO D'AVERSA
TAX & ESTATE PLANNING CONSULTANT
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FRANK DEL DUCA
FRANK DEL DUCA
TAX & ESTATE PLANNING CONSULTANT
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CHARLES HSU
CHARLES HSU
ADVANCED CASE CONSULTANT
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CARMEN JACOME KIELY
CARMEN JACOME KIELY
OPERATIONS MANAGER
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TONY LEWIS
TONY LEWIS
BUSINESS DEVELOPMENT
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BRIANA SANTORO
BRIANA SANTORO
DIRECTOR OF MARKETING
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Client Words

HOW WE ADD VALUE

LEARN HOW OUR STRATEGIES CAN WORK FOR YOU

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