Santoro Financial Planning Group - Plainville, Massachusetts

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Santoro Financial Planning Group: A Comprehensive Overview

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For individuals and organizations seeking expert financial planning guidance, Santoro Financial Planning Group stands as a reliable and dedicated resource. Located at 51 Man-Mar Dr Suite 5, Plainville, MA 02762, this veteran-owned firm offers a personalized approach to wealth management and retirement planning. With a commitment to client success and a comprehensive suite of services, Santoro Financial Planning Group is well-positioned to assist clients in achieving their financial goals. The firm’s accessibility, demonstrated by wheelchair accessible facilities and a variety of support services, further enhances its appeal to a broad clientele. Contact them at 5082867900 or visit their website at santorofpg.com to schedule an appointment and discuss your specific needs.

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Specializations and Services

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Santoro Financial Planning Group specializes in providing tailored financial planning services. They focus on helping clients navigate the complexities of retirement planning, investment management, and overall wealth preservation. Their expertise allows them to develop strategies designed to meet individual circumstances and objectives. The firm’s approach is characterized by transparency and a genuine desire to ensure clients fully understand their investment options and the potential outcomes. They strive to build long-term relationships based on trust and mutual respect. The team's dedication to clear and concise explanations is consistently praised, making complex financial concepts accessible to everyone.

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Location and Accessibility

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The firm’s address, 51 Man-Mar Dr Suite 5, Plainville, MA 02762, provides a convenient location for clients seeking in-person consultations. Santoro Financial Planning Group prioritizes accessibility, offering a range of services to accommodate diverse needs. Online appointments are readily available, expanding their reach beyond geographical limitations. Onsite services are also provided, allowing for a more traditional and potentially more detailed discussion. Furthermore, the facility is equipped with wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom facilities. For clients requiring language assistance, the firm provides support in multiple languages. Gender-neutral restroom and a standard restroom are also available. Free parking lot is available to all visitors. The firm’s commitment to inclusivity is evident in its LGBTQ+ friendly and transgender safespace policies, ensuring a welcoming environment for all individuals.

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Client Feedback and Reputation

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Based on available feedback, Santoro Financial Planning Group consistently receives exceptionally positive reviews. The company has garnered 2 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the team’s personalized approach, expertise, and dedication to client success. Individuals have described the team, including David, Diane, and the rest, as delivering a “wonderful job” in assisting them with employee retirement planning. Clients appreciate the firm’s willingness to explain investment options clearly and ensure they fully understand the potential benefits and risks. One client specifically commended Santoro’s “candid, informative, with clear explanation,” emphasizing his five-star rating. It’s clear that clients value the firm’s commitment to providing not only financial advice but also a supportive and understanding partnership. The emphasis on understanding individual investment goals and aligning those goals with suitable investments seems to be a key factor in the firm's success.

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Additional Points of Interest

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• Veteran-Owned Business

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• Appointment Required

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• Appointments Recommended

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• Language Assistance Available

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Santoro Financial Planning Group demonstrates a strong commitment to providing exceptional service and building lasting client relationships. Their accessibility, combined with their expertise and dedication, makes them a valuable resource for individuals and organizations seeking comprehensive financial planning solutions. The firm’s veteran ownership underscores its values of integrity and service. The recommendation to schedule appointments ensures that clients receive the focused attention they deserve. Finally, the availability of language assistance further broadens the firm's reach and demonstrates their commitment to serving a diverse clientele. The firm's success is demonstrably linked to its thoroughness and clear communication.

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👍 Reviews of Santoro Financial Planning Group

Ruth D.

5/5

David, Diane, and the rest of the team have done a wonderful job helping us help our employees plan for retirement. We appreciate their personal touch and willingness to ensure we understand what investments are best for us and our team so that we meet our personal investment goals.

Darlene G.

5/5

Santoro is excellent in what he does. Very candid, informative, with clear explanation. He is a Five Stars.