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Featured Business Financial Advisor in Danbury, CT
Danbury Financial Advisors
LPL Financial
83 Wooster Heights Road, Suite 125
Danbury, CT 06810
“Sensible investment management and financial planning”
Advisor Profile
Dominick Santoro
Name:  Dominick Santoro

About LPL Financial

LPL Financial is the largest independent brokerage firm in the United States.

If you are looking for a financial advisor that listens, puts your interests first, and provides advice and solutions custom tailored to your needs, then you've come to the right place.

In today's world, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor.

I believe no two individuals are the same. There are no "cookie cutters" in my practice. Everyone has a unique set of needs and life goals and therefore requires custom advice, investments, and planning tailored to your circumstances. I also understand that the desire not to lose one's nest egg and not outliving your resources is as important as the desire to grow one's investments? Whether you are looking to grow or preserve, or a combination of both, I can help.
 

General Information

States Willing to do Business in:    Armonk,Beacon Falls,Bedford,Bedford Hills,Brewster,Bridgewater,Brookfield,Carmel,Chappaqua,Cold Spring,Cos Cob,Cross River,Croton Falls,Croton On Hudson,Darien,Goldens Bridge,Greenwich,Hopewell Junction,Katonah,Mahopac,Middlebury,Monroe,Mount Kisco,New Canaan,Newtown,North Salem,Norwalk,Old Greenwich,Oxford,Patterson,Pawling,Pleasantville,Poughquag,Pound Ridge,Purdys,Putnam Valley,Redding,Riverside,Roxbury,Sherman,Somers,South Salem,Southbury,Stamford,Stormville,Westport,Wilton,Woodbury,Yorktown Heights,Tarrytown
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
States Licensed in:    Al, CT, DE, NY, NJ, FL, MA, NC, NH, PA, TX, VT
CRD#:    4897645
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Annuity
Securities Licenses:    Series 65, Series 63, Series 24, Series 7
Certifications, Accreditations & Designations:    MBA
Financial Organization Memberships:    National Association of Estate Planners & Councils (NAEPC), Financial Planning Association (FPA)
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    250000
 
 
 

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