LPL Financial - Dominick Santoro, MBA

05/27/2024

Honoring those who made the ultimate sacrifice.

03/02/2024

How soon can I retire? I get asked that often, especially these days. Nearing retirement or mid/late career? Call or email to schedule a free consultation at (203)431-2224 or [email protected]
To learn about what makes my practice different please see www.DomSantoro.com

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

09/15/2023

HEALTHCARE PROFESSIONALS
You run a busy life, and your financial world entails complexities that some financial advisors may not be proficient with. We’ll discuss your whole financial picture and recommend comprehensive strategies suited to your unique needs, aiming to achieve better outcomes. You chose your vocation to take good care of us, let us take good care of you. Evening, house calls/in your office appointments offered to accommodate your schedule. To learn about what makes my practice different please see www.DomSantoro.com
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Investment management and financial planning for select families

05/20/2023

The last year or so has been an unsettling time for many investors. On top of that, you’re getting close to retirement or are mid/late career, and have the unfortunate timing of being the first group of investors in decades to worry about the potential risks of higher inflation on your investments at such a critical time in your life. The good news is there are smart strategies you can take now to position your investments going forward to pursue your retirement goals and feel confident again. If you would like a second opinion, and have $500,000 or more in investments, I would be happy to offer you a free consultation. Please see www.DomSantoro.com to learn more about what makes my practice different.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

I believe that no two individuals are the same. There are no “cookie cutters” in my practice. Everyone has a unique set of needs and life goals.

03/23/2023

For many investors it’s been a very unsettling time for retirement investing. Both stock and bond markets have broadly experienced declines and volatility, and you may be wondering if you’re investments are too risky or best positioned going forward to achieve your retirement goals. If you are getting close to retirement and not satisfied with your current advisor, or are mid-career and have accumulated a meaningful portfolio and are ready to work with an advisor for professional investment management, planning, and advice; I would be happy to offer you a free 30 minute consultation. Please see www.DomSantoro.com to learn more about the value I can provide to you and your family, and what makes my practice different.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

I believe that no two individuals are the same. There are no “cookie cutters” in my practice. Everyone has a unique set of needs and life goals.

03/22/2023

4 Key Estate Planning Documents Everyone Should Consider

03/19/2023

04/22/2021

The powerful human impact of investing in innovation.

Click here for more on Eventide's philosophy, stories, and process: http://insights.eventideinvestments.com.4855-NLD-8/10/2020

09/08/2020

10 years until retirement is one of the most crucial times to seek the advice or second opinion from a financial advisor

With a decade left before retirement, consider getting a jump start on your finances with these steps.

09/01/2020

Excited to launch my refreshed website www.domsantoro.com today! Included is a new Resources tab with articles and other resources on some of the most popular financial planning topics, as well as our weekly research commentaries.

I believe that no two individuals are the same. There are no “cookie cutters” in my practice. Everyone has a unique set of needs and life goals.