Personal Services
Feel comfortable when explaining your goals. That is our motto here at Santana Financial, as we conduct business as if you are family. With a diverse set of backgrounds, our team understands how difficult it is to navigate budgeting and retirement planning. We know how sensitive it can be to establish estates and draft up wills. Take all the tension and confusion out by being comfortable and honest with our advisors, that way we really can treat you like family.
Our experienced brokers have the resources to offer individualized protection plans that cover only the areas you want covered. As we are licensed to offer all insurance types, you can benefit from packaging multiple policies in order to satisfy all your needs. Think of us as your one-stop, financial planning shop.
Corporate Solutions
As a small business owner, it's important to protect not only yourself but also your business assets as they are your life line. Here at Santana Financial, we have extensive knowledge on the best products for business owners. With years of experience, we understand the importance of flexibility and that's why all of our products can be tailored to your unique business, so that you are protecting everything that is important to you.
We also realize that the world of investing can be a scary jungle. That's why we offer, simple, tailored advice on the variety of investment options you have available at Santana Financial. Our comprehensive list of segregated funds allow you to earn a return on your hard earned money while limiting downside potential. Sleep well knowing that your business and investments are in good hands.
When we say we treat you like family, we mean it! Take a look at what some of our clients have to say about us.
Testimonials
“Gustavo is an excellent professional. He always provides you with all the available options in the market, helping you to get the best insurance and/or financial services. I have been working with Gustavo for five years. Our mortgage conditions were the best in the building, thanks to him.”
“As a manager a person with extensive knowledge and always inclined to share and teach.
Definitely a source of wisdom and inspiration for work and life.”
“Gustavo is an excellent professional, oriented to provide customized financial solutions to clients; High sense of responsibility and honesty. Gustavo analyze each situation applying his vast expertise in financial markets to clients needs giving support and responding effectively even beyond his duties. I do not hesitate to recommend Gustavo he is trustworthy, consistent and very reliable.”
“It has been a pleasure working with Gustavo. He is very professional, thorough in his work, detail oriented, flexible and adaptable. He has good work ethics with good communication skills and willingness to help others.”