The brokerage industry has been the subject of intense public scrutiny lately, and for good reason. Lack of performance, bloated cost structures, hidden fees, switching costs. The list goes on. These companies are working against their clients, not for them. You work hard for your money, so why turn around and give it away for free?

At Santana Financial, we work for you. We discuss your financial needs, your current goals and future aspirations, then build a custom, comprehensive plan tailored to meet all your objectives. Our team brings a wealth of experience and knowledge of financial products so that we can offer you the best advice available.

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About Report

With over 20 years of experience in the industry, our mission at Santana Financial is to understand the characteristics, needs and financial goals of each one of our clients in order to offer a complete and comprehensive financial package that allows them to achieve both their current goals, as well as their future aspirations.

Services Report

Whether you are passing on your business to your family, or leaving cash gifts for loved ones, Estate Planning allows you to distribute your assets according to your wishes. Protect your family against the unexpected. We specialize in individual risk management by protecting clients through general insurance policies, including home, auto and life insurance.

Clients Report

Feel comfortable when explaining your goals. That is our motto here at Santana Financial, as we conduct business as if you are family. With a diverse set of backgrounds, our team understands how difficult it is to navigate budgeting and retirement planning. We know how sensitive it can be to establish estates and draft up wills.

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