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Coffee Connections hosted by Santoro Financial Planning Group
Join us for Coffee Connections hosted by Santoro Financial Planning Group. Start your day with us and enjoy, Coffee, Light refreshments and networking. Note the event will be held in Unit #3, which is located to the left of Santoro Financial Planning Group.
about Santoro Financial Planning Group:
At Santoro Financial Planning Group, we support clients throughout their personal financial journey. We help clients identify their economic objectives and create a comprehensive plan to achieve them. We educate and empower clients to make thoughtful decisions in their best interests. We are facilitators, not gatekeepers.
What Sets Us Apart? With over two decades of experience in the financial services industry, we're able to support clients in achieving their financial goals at every stage of life. We pride ourselves on delivering a holistic approach that is thoughtful and provides highly tailored services. As a CFP® professional, our financial consultancy is bound by a strict code of ethics and we act in your best interests. We understand the importance of making the right decision that reflects your changing needs.
Our experience in budgeting, cost-benefit analysis, asset management, the tax implications of financial decisions, mutual fund analysis and attribution, education funding, retirement planning, and estate planning is a sample of the vital services we deliver for our clients. We provide services to individuals and their families, as well as employer-sponsored programs.Date and Time
Thursday Mar 6, 2025
8:30 AM - 9:30 AM ESTLocation
51 Man-Mar Drive, Plainville Unit #3
Fees/Admission
Free Members
Guests $10Contact Information
Kara Griffin
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