Our Story

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. We combine our unique expertise to bring you a complete, all-inclusive financial plan in order to offer you the best investment strategies for today's challenges, while also preparing you for your retirement. 

When looking for financial advice, you don't want to be told what you need, you want an advisor to understand your needs. You want an advisor that will always give you the right answer that properly addresses the needs and concerns that you have. An individual that doesn't over-complicate the already complicated realm of financial products. When you are given the right financial advice, you are able to spend more time on the activities you enjoy and the people you love. 

We built Santana Financial on our ability to understand our clients needs and to present opportunities to them as if they were our family.  Through experience and integrity, we bring together your individual resources so that you can enjoy your financial freedom. 

Get in touch

We at Santana Financial know that finding the right broker who understands your needs can be difficult. That’s why we offer free consultations to walk through your needs with you, determine the scope of your goals, and present to you the appropriate products and services without the "hard-selling" you're used to. 

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Financial Advisors