Find Top Financial Advisors in Mahopac

Dominick Santoro brings a wealth of experience and expertise to his clients, helping successful individuals and business owners with sensible investment strategies, comprehensive financial planning, wealth preservation and transfer, long-term care (including Connecticut Partnership for Long-Term Care), and business retirement plans. Dominick started his practice with Morgan Stanley (formerly Smith Barney Citigroup) in Westport, Connecticut in 2004. Prior to his career as a Financial Advisor, Dominick held several management positions in corporate accounting and finance with corporations including PepsiCo, Dictaphone, and Coldwell Banker. He holds both a Bachelors of Science degree in finance and an MBA degree with concentrations in investment management & financial planning, and corporate accounting from the University of Connecticut.

About LPL Financial

LPL Financial is the largest independent brokerage firm in the United States. If you are looking for a financial advisor that listens, puts your interests first, and provides advice and solutions custom tailored to your needs, then you’ve come to the right place. In today’s world, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. I believe no two individuals are the same. There are no “cookie cutters” in my practice. Everyone has a unique set of needs and life goals and therefore requires custom advice, investments, and planning tailored to your circumstances. I also understand that the desire not to lose one’s nest egg and not outliving your resources is as important as the desire to grow one’s investments – Whether you are looking to grow or preserve, or a combination of both, I can help.

About MayTech Global Investments

MayTech Global Investments, LLC, launched in January 2017, is an SEC Registered Investment Advisor. The founding partners own 100 percent of the firm, including a 35 percent woman-owned stake. The investment team, based in New York, has been investing globally on average for more than 20 years.

Joined Financial Engines in 2005. Began his career in the financial services industry in 1980. Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA. Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team. Hometown is Bay Shore, N.Y. Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor¹. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. ¹For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).