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New York Life
David P. Santoro, CFP®, MBA

Financial Services

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Whether you're a young couple starting out building assets, someone who is established and in the accumulation phase of life or a retiree who wants to make sure you have enough to maintain your standard of living, I can help.


Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. I have over 15 years experience in the financial services industry and can use that training and experience to help you identify your financial goals and map out a strategy to reach them.   As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC in the Boston General Office, I am constantly up to date with developments in the industry and continue to stay current in my knowledge of the products and services available to my clients.


Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 





David Santoro is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of MA. No insurance business may be conducted outside this state referenced.

David Santoro is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly
intended for individuals residing in the state of MA. No offers may be made or accepted from any resident outside the specific state referenced.

David Santoro is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser.    

David Santoro is licensed to offer mutual funds and variable products. Market Watch data is being provided for informational purposes only and is not intended as an offering of securities.








 
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