At JP SANTANIELLO Retirement Planning Solutions,
we work for one boss – you, our client.
Our goal when working with you is to provide you with a personalized written income plan for your retirement, taking into account YOUR goals, YOUR risk tolerance and YOUR needs, not those of a Wall Street firm or big bank.
JP SANTANIELLO Retirement Planning Solutions works with friends and neighbors throughout the greater Longmeadow area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.
With JP SANTANIELLO Retirement Planning Solutions, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.