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Home > Financial Planner Directory > Massachusetts > Mansfield > David P. Santoro, CFP®

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David P. Santoro, CFP®

MCB Financial Services

80 North Main Street
Mansfield, MA 02048
Phone: (508) 353-9616

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Buying a Home
Investment Management
Government & Military
Mutual Funds
Insurance
Job Loss
Retirement
Long-term Care
Starting a Family
Succession Planning

How Planner Charges

Combination Fee/Commission

Considerations: "Securities & advisory services thru Commonwealth Financial Network, member www.finra.org/www.sipc.org . For residents of GA, MA, RI. Not FDIC Insured, No Bank Guarantee, May Lose Value"

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.