Joseph Santoro, Jr., LUTCF, has been providing financial services since 1994, helping businesses and individuals safeguard their assets and plan for the retirement they desire. With over 30 years of experience, Joseph specializes in a wide range of financial planning services, including retirement, estate, tax, and legacy planning, as well as investment and insurance management. He holds several qualifications, including the Life Underwriting Training Council Fellow (LUTCF®) designation and has obtained licenses in Series 6, 63, 26, along with Life and Health Insurance, making him a trusted advisor in the financial services industry.

Joseph partners closely with clients to understand their financial goals, design personalized strategies, and offer ongoing support to ensure long-term success. His mission is to simplify the complexities of financial planning, allowing clients to feel confident and secure in their decisions. As a member of various professional organizations and a recipient of numerous awards, Joseph is committed to providing expert advice and building lasting relationships with his clients.

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