Santoro Financial Planning Group

Santoro Financial Planning Group At Santoro Financial Planning Group, we support clients throughout their personal financial journey.

Santoro Financial Planning Group provides financial planning services.

It’s officially the Dog Days of Summer! 🐾☀️While our four-legged friends are busy enjoying the sunshine (when not in the...
08/24/2026

It’s officially the Dog Days of Summer! 🐾☀️

While our four-legged friends are busy enjoying the sunshine (when not in the office "working"!), we’re taking a moment to appreciate the simple things—long walks, sunny days, and plenty of time with those who make life a little more fun. ❤️

And just like our pups remind us, the best things in life aren’t always about the bottom line. A good financial plan can help make room for the people, pets, and experiences that matter most. 🐶💰

Wishing you and your furry family members a happy (and slightly lazy!) end to summer!

Giving Back Matters 🤝Today is National Nonprofit Day—a great reminder that strong communities are built by people and or...
08/17/2026

Giving Back Matters 🤝

Today is National Nonprofit Day—a great reminder that strong communities are built by people and organizations willing to give their time, resources, and support to causes that make a difference.

As financial planners, we believe financial wellness extends beyond building personal wealth. It’s also about having the ability to give back and support the causes that matter most to you.

Whether you volunteer, donate, serve on a board, or simply spread awareness, every contribution can make an impact.

Today, we’re celebrating the nonprofits and community organizations working every day to make a difference. ❤️

🎒📚 Back-to-School Season Is Here! Yikes!!!Between new backpacks, sneakers, notebooks, laptops, and everything in between...
08/11/2026

🎒📚 Back-to-School Season Is Here! Yikes!!!

Between new backpacks, sneakers, notebooks, laptops, and everything in between, back-to-school shopping can put a serious dent in the family budget. 💸

A few ways to keep costs under control:
🛍️ Compare prices before you buy
✏️ Reuse supplies you already have
💰 Look for sales, coupons, and student discounts
📋 Stick to the list—and avoid the extras that aren’t necessary

And if you have a college-bound student, don’t forget the FAFSA! 🎓 The 2026–27 FAFSA deadline is June 30, 2027, but many colleges and states have earlier deadlines. Completing it early may help you maximize your eligibility for financial aid.

A little planning now can go a long way toward keeping education costs manageable.

Need help making education expenses part of your overall financial plan? Let’s talk!

07/31/2026

Thinking about tapping your retirement fund? Think again.

On Monday, June 8, 2026, we were pleased to be a Tee Sponsor at the 18th Annual Joe Andruzzi & Friends Golf Tournament a...
07/28/2026

On Monday, June 8, 2026, we were pleased to be a Tee Sponsor at the 18th Annual Joe Andruzzi & Friends Golf Tournament at Black Rock Country Club.

We are proud to continue supporting the Joe Andruzzi Foundation as part of our commitment to giving back to our community. Together, we can help raise critical funds and awareness to bring hope, support, and smiles to New England cancer patients and their families.



🍦 Happy National Ice Cream Month!Just like your favorite ice cream, a strong financial plan is all about balance.A thoug...
07/20/2026

🍦 Happy National Ice Cream Month!

Just like your favorite ice cream, a strong financial plan is all about balance.

A thoughtful plan doesn't mean saying "no" to the occasional scoop, budget-friendly vacation and time with family & friends! It means planning ahead so you can enjoy today while staying on track for tomorrow.

What's your favorite ice cream flavor and summer fun activity? We're enjoying 'caramel apple' and 'Grapenut pudding' from one of our favorite homemade ice cream farms in Maine - after a serene day of lake kayaking! 🍨🛶

✈️ Summer travel is in full swing! ☀️As you enjoy vacations and time away, don't forget to protect your finances from fr...
07/06/2026

✈️ Summer travel is in full swing! ☀️

As you enjoy vacations and time away, don't forget to protect your finances from fraud.

A few simple precautions can go a long way:
• Avoid using public Wi-Fi for banking or financial transactions.
• Enable multi-factor authentication on your accounts.
• Monitor your bank and credit card activity regularly.
• Be cautious of phishing emails and text messages claiming to be from airlines, hotels, or financial institutions.
• Notify your bank if you'll be traveling, if appropriate.

A little preparation can help you enjoy your trip with greater peace of mind.

Safe travels this summer!


Happy Fourth of July! 🎆As we celebrate our nation's independence, it's also a great time to reflect on the importance of...
07/03/2026

Happy Fourth of July! 🎆

As we celebrate our nation's independence, it's also a great time to reflect on the importance of financial independence.

Whether you're working toward paying off debt, building savings, investing for the future, or preparing for retirement, every step forward can help strengthen your financial freedom.

Wishing you and your family a safe, happy, and memorable Fourth of July filled with celebration and time spent with loved ones.

Ready to take the next step toward your financial goals? Contact us to start the conversation.

We're honored to share that David's name will be featured on the hood of the  #71 NASCAR Cup Series car driven by Michae...
07/02/2026

We're honored to share that David's name will be featured on the hood of the #71 NASCAR Cup Series car driven by Michael McDowell and sponsored by Delaware Life, honoring Veteran Advisors in our industry.

How cool is that!!!??

The car will race at Chicagoland Speedway in Joliet, IL on Sunday, July 5th, and he's proud to stand alongside fellow Veteran Advisors being recognized for their service and dedication.

Make sure to tune in and catch his name flying around the track! 🏁🏎️



Small businesses are the backbone of our communities—and strong financial planning plays a key role in their success.Fro...
06/29/2026

Small businesses are the backbone of our communities—and strong financial planning plays a key role in their success.

From managing cash flow to planning for retirement, having a strategy in place can help business owners navigate both opportunities and challenges with confidence.

Whether you're a business owner or an employee, we're here to help you navigate your financial journey with confidence.

Let's build a plan that supports your goals today and into the future!

Address

51 Man-Mar Drive Suite 5
Plainville, MA
02762

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15082867900

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