Dominick Santoro | LPL Financial - Danbury, Connecticut

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Dominick Santoro | LPL Financial: A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and estate planning services, Dominick Santoro, of LPL Financial, presents a focused and accessible option. Located at 83 Wooster Hts Rd #125, Danbury, CT 06810, United States, Mr. Santoro offers personalized guidance tailored to meet diverse financial needs. His firm, LPL Financial, is a registered investment advisor (RIA), providing a robust framework for delivering unbiased advice and a wide range of investment solutions. This detailed overview will explore his qualifications, service offerings, accessibility features, and current client feedback, assisting potential clients in determining if his expertise aligns with their circumstances.

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About Dominick Santoro

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Dominick Santoro operates as a financial planner and an estate planning attorney. This dual expertise allows him to address complex financial matters holistically. He’s equipped to assist clients with everything from retirement planning and investment management to tax optimization and the creation of wills, trusts, and other estate planning documents. His background as an attorney underscores a deep understanding of legal considerations surrounding wealth transfer and asset protection. Clients benefit from receiving advice that integrates both financial and legal aspects of their plans, promoting clarity and minimizing potential risks.

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Service Offerings – A Detailed Look

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Mr. Santoro’s services are designed to cater to a broad spectrum of clients, including high-net-worth individuals, families, and small business owners. Here’s a breakdown of the key areas he specializes in:

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• Investment Management: He provides personalized investment strategies based on individual risk tolerance, financial goals, and time horizons. He leverages the resources of LPL Financial to offer access to a wide array of investment products, including stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: Developing comprehensive retirement strategies is a cornerstone of his practice. This includes projecting retirement income needs, optimizing savings strategies, and exploring various retirement account options (e.g., 401(k)s, IRAs).

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• Estate Planning: Mr. Santoro helps clients establish legally sound estate plans to ensure their assets are distributed according to their wishes and to minimize estate taxes. This involves drafting wills, trusts, powers of attorney, and healthcare directives.

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• Tax Planning: He works to minimize tax liabilities through strategic planning and tax-efficient investment choices.

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• Insurance Planning: Evaluating and securing appropriate insurance coverage (life, disability, long-term care) to protect clients and their families.

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Website: domsantoro.com

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Phone: 2034312224

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Currently, the company has 0 reviews on Google My Business, indicating a limited amount of publicly available client feedback at this time. However, the firm's commitment to accessibility is evident through several key features.

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Accessibility Features

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Dominick Santoro’s office has been designed with inclusivity in mind. The following features demonstrate this commitment:

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• Wheelchair-Accessible Car Park: Provides convenient parking for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: Ensures access to the building for those with mobility limitations.

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• Wheelchair-Accessible Toilet: A fully accessible restroom is available on-site.

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• Toilet: A standard toilet facility is also available.

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• Appointments Recommended: Scheduling an appointment is highly recommended to ensure adequate time for personalized consultations.

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Contact Information and Location

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Clients can easily reach Mr. Santoro and his team by phone at 2034312224. The office is situated at 83 Wooster Hts Rd #125, Danbury, CT 06810. The firm’s website, domsantoro.com, provides additional information about his services and background.

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Summary

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Dominick Santoro, operating through LPL Financial, offers a combined approach to financial planning and estate planning, catering to a diverse clientele with a focus on accessibility. Despite a lack of recent online reviews, his dual expertise and commitment to client needs suggest a valuable resource for individuals seeking comprehensive wealth management solutions.

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"summary": "Dominick Santoro, an estate planning attorney and financial planner at LPL Financial, provides personalized financial guidance and estate planning services with a focus on client accessibility.",
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