PLANNING FOR AN EXTRAORDINARY LIFE We grow and preserve capital so there is more available to fulfill personal, family, and philanthropic goals. LEARN MORE
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.

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

– Warren Buffet

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 / FINANCIAL ADVISOR
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JOE SANTORO
JOE SANTORO
VICE-PRESIDENT / FINANCIAL ADVISOR
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ANDREW MACKAY
ANDREW MACKAY
DIRECTOR / FINANCIAL ADVISOR
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TRACY WRAY
TRACY WRAY
CLIENT EXPERIENCE MANAGER / FINANCIAL ADVISOR
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JEN SHYMANSKI
JEN SHYMANSKI
BUSINESS SUPPORT MANAGER / FINANCE
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TONY LEWIS
TONY LEWIS
BUSINESS DEVELOPMENT
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CHARLES HSU
CHARLES HSU
ADVANCED CASE CONSULTANT
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MARCO D’AVERSA
MARCO D’AVERSA
TAX & ESTATE PLANNING CONSULTANT
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Client Words

HOW WE ADD VALUE
Steve is an extremely proactive and enthusiastic individual. He canvassed my personal requirements and provided me with several options that would help me to attain both short and long term goals. I felt that Steve was providing me with the best solutions for myself, and while he was very clear in communicating the costs and benefits of various options, he did not attempt to sway my decisions. I would certainly work with Steve again.
Anil BholeLawyer & Business Owner
Steve worked out a life insurance policy for my wife and I.
He patiently and clearly went through the different options for life insurance and helped us figure out how life insurance could be more than just insurance but in fact a great investment vehicle.
Will HutchesonLawyer & Business Owner
Glad to know Steve - he's adaptable, smart and attentive. Great work.
Jean-Claude KilleyLawyer
Steve has skillfully guided me and my family in our insurance and investment needs.
He takes the time to fully explain options and tailor solutions to meet our needs.
Great, timely responses and service!
Laura ZizzoLawyer & Business Owner

LEARN HOW OUR STRATEGIES CAN WORK FOR YOU

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