Fred Santangelo Financial Services

Fred Santangelo Financial Services

Life Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry.

blog.pennmutual.com

Gray Divorce: The Financial Risks of Divorce After 50 - Penn Mutual

Divorce after 25, 30 or even 50 years of marriage comes with complex financial hurdles. http://ow.ly/70N7101yLYm

blog.pennmutual.com Divorce after 50 -- a "gray divorce" -- can have tremendous financial repercussions, putting retirements and even financial well-being at risk.

Penn Mutual’s affordable universal life insurance delivers lifetime protection plus added security for the unexpected. Let’s talk about your goals.

pennmu.in

Many parents don’t realize when their child turns 18 they no longer have parental rights. It’s important to discuss executing a Health Care Declaration/Proxy and a Durable Financial Power of Attorney with your now adult child. http://pennmu.in/lhcw30lzL4C

pennmu.in

Life is full of uncertainties. Create a plan that will help safeguard what matters most. Let’s get started today.

wealthmanagement.com

The Tragedy of Group Term

The Tragedy of Group Term. Steer Clear Unless it's the Only Option.
http://ow.ly/sQLl30oGaWw

wealthmanagement.com Steer clear unless it’s the only option.

forbes.com

3 Big Ways To Boost Retirement Savings

Making more money in 2019 will require a strategy. Here are 3 tips: http://ow.ly/Mf8P101A1NI

forbes.com You need a strategy to save more money. Here are 3 ways to get started.

pennmutual.com

www.pennmutual.com

A.M. Best has once again reaffirmed Penn Mutual’s A+ (Superior) rating as it pertains to our financial strength and ability to meet obligations to our policyholders. http://ow.ly/6vkx101A1Nt

pennmutual.com News A.M. Best Affirms Credit Ratings of The Penn Mutual Life Insurance Company and Its SubsidiariesHORSHAM, Pa. – April 12, 2019 – AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICRs) of “aa-” of The Penn Mutual L...

nbcnews.com

5 female execs reveal the best question they’ve asked a mentor

Having a mentor’s support can help you grow as a professional. Penn Mutual CEO Eileen McDonnell shares the best question she asked her mentors who helped her become the leader she is today. http://ow.ly/cKYO101zGeO

nbcnews.com Know Your Value spoke to several C-level, female executives who said asking these questions truly helped propel their careers.

cnbc.com

While there are now fewer 401(k) millionaires, investors did make smart moves during market volatility

Retirement plan statements may have seen a bit of a dip due to recent market volatility, but many investors still made smart moves. http://ow.ly/Gbk9101zGdV

cnbc.com Though the markets have mostly recovered from their year-end rout, that probably won't show up in your latest account statement.

businessinsider.com

The 10 most expensive cities to live in around the world in 2019

What do San Francisco, Auckland, and Vancouver have in common? This Business Insider list rounds up an interesting 2019 trend http://ow.ly/73PF101zwMI

businessinsider.com The 15th Annual Demographia International Housing Affordability Survey shows that Australia, New Zealand, and China are the least affordable countries to live in.

Penn Mutual Life

Driven by commitment, we pride ourselves in the lifelong relationships we build with all of our clients, including those who have loved ones with special needs. http://ow.ly/QlkF101yLY7

pennmutual.com Financial Strength 2018 Annual Report$1.4 Billion paid to policyholders or beneficiaries90 Years in-a-row rated "A" or higher by A.M. Best$2.1 Billion of statutory surplus$223 Million in new life insurance sales$333 Million in consolidated net income$3.2 Billion in revenue$156 Billion of life insura...

entrepreneur.com

3 Questions to Help You Fall Back in Love With Your Business

Falling out of love with your business? Here are 3 questions to ask yourself to get back in the game. http://ow.ly/R7mJ101zwN7

entrepreneur.com Before you can truly enjoy your business, you need to acknowledge your needs.

pennmutual.com

www.pennmutual.com

Today marks the anniversary of when life insurance first became available in the U.S. Since then, life insurance has become essential to helping people protect what they value most. #LifeInsuranceDay http://ow.ly/KRXG101zGe6

pennmutual.com Company Profile Our HistorySince we were founded more than 170 years ago, we’ve helped generations of men and women protect the things they value most, and plan for a more secure future. We’re proud of what we’ve accomplished, together.1800's1847We are founded, chartered, and open for business...

marketwatch.com

Don’t be scared of a bear market, here’s what to do

Are the ups & downs of the market giving you pause? Tips for maximizing investments during a bear market. To learn more contact me directly. http://ow.ly/IlAV101zwMy

marketwatch.com Not investing is a generally bad idea when the market gets scary. Worse is selling stocks out of fear.

Life is about moments. Don’t wait for them, create them—and make sure those moments are protected. I can help.

To achieve your dreams, you need flexibility. We offer flexible solutions to meet your short- and long-term protection goals. Ask me more.

Are you getting married, purchasing a new home, or starting a family or business? No matter where life takes you, we will ensure you have the protection you need for every life moment. Let’s talk.

When you choose Penn Mutual, you’re one step closer to achieving the life you and your family have always dreamed of. Let’s talk about your goals.

Want to protect your family without breaking the bank? Ask me about our affordable protection solutions with predictable payments.

travelandleisure.com

You Only Need 5 Minutes in Nature to Improve Your Mood, Study Finds

Want a quick mood booster? It only takes 5 minutes. http://ow.ly/dVIr101yLYC

travelandleisure.com Taking a rest in nature — even for just a few minutes — can boost your mood.

blog.pennmutual.com

Gray Divorce: The Financial Risks of Divorce After 50 - Penn Mutual

Divorce after 25, 30 or even 50 years of marriage comes with complex financial hurdles. http://ow.ly/70N7101yLYm

blog.pennmutual.com Divorce after 50 -- a "gray divorce" -- can have tremendous financial repercussions, putting retirements and even financial well-being at risk.

Penn Mutual Life

Penn Mutual’s financial strength and stability has solidified our place as a highly rated leader in the life insurance industry. Take a look at the positive independent ratings given to Penn Mutual. http://ow.ly/QlkF101yLY7

pennmutual.com

pennmutualam.com

S&P 500 Index Closes in on All-Time High | Penn Mutual Asset Management, LLC

The environment is heading for stock market gains and new highs in the next several months. Optimism that the growth slowdown will be reversed is pushing U.S. equities higher. http://ow.ly/33Kb101yLXq

pennmutualam.com Penn Mutual Asset Management is committed to serving the institutional marketplace by offering fixed income investment solutions and client-focused services

envestnetinstitute.com

6 behaviors that predict future wealth

Our firm recognizes that dollars aren’t the only indicator of wealth. These traits can set you up for future financial success. http://ow.ly/ugpQ101y6qj

envestnetinstitute.com For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client. One widespread truism about human behavior is that what gets rewarded gets done and inasmuch as advisors ha...

aarp.org

Recognizing a Social Security Impostor Scam

The latest phone scams are much more sophisticated. Here’s how to be vigilant in protecting yourself. http://ow.ly/KhBk101y6qL

aarp.org Fraud expert Doug Shadel recounts a phone conversation with a scammer pretending to be from the Social Security Administration.

Happy Easter! Wishing everyone a very happy holiday with family and friends!

Wishing everyone a joyous Passover! Celebrate in good health and happiness with family & friends!

cnn.com

CEOs say the trade war is killing business confidence

With trade conflicts on the rise, a recent survey of 1,300 business leaders shows just 35% of CEOs are “very confident” about their growth prospects over the next year. http://ow.ly/YCgO101y6rp

cnn.com Rising populism, policy uncertainty and trade conflicts have led to a sharp drop in confidence among global CEOs.

Get started on the right financial path today with Penn Mutual. Let’s talk about what you want to achieve.

manning-napier.com

Investment Management Company

Does your college-bound child or grandchild qualify for federal financial aid? Here’s how to use your 529 account when receiving financial aid. http://ow.ly/Z185101y6q4

manning-napier.com Provides investment management solutions to individuals, corporations, foundations, endowments, Taft-Hartley plans, and defined contribution plans.

Life is about moments. Don’t wait for them, create them—and make sure those moments are protected. I can help.

blog.pennmutual.com

Financial Planning When You Lose or Change Your Job - Penn Mutual

Whether a change in career is voluntary or not, opportunities and pitfalls could be on the horizon. Here’s how to navigate them. http://ow.ly/CZmI101uQNO

blog.pennmutual.com Changing a job presents a tremendous financial change. Here are some of the financial planning opportunities and pitfalls that you may encounter if you lose or change your job – whether the change is voluntary or not.

Are you getting married, purchasing a new home, or starting a family or business? No matter where life takes you, we will ensure you have the protection you need for every life moment. Let’s talk.

kiplinger.com

Taxes in Retirement: How All 50 States Tax Retirees

Relocating in retirement is common. Here’s how each of the 50 states tax retirees in their golden years. http://ow.ly/3PAO101y6pP

kiplinger.com We rated every state plus D.C. based on how retirees are taxed including taxes on Social Security and other retirement income, as well as tax exemptions for older residents.

cnbc.com

Some taxpayers still face a 'marriage penalty' despite fixes to the tax code

Despite fixes to the tax code when it comes to married couples, high earners may still pay more. http://ow.ly/2Jcw101y6pF

cnbc.com Depending on your income, the credits or deductions you use and where you live, you could still face a higher tax bill after getting married.

To achieve your dreams, you need flexibility. We offer flexible solutions to meet your short- and long-term protection goals. Ask me more.

Practice Expanded to Include All Aspects of Financial Planning. Let's schedule time to discuss your financial goals and plan the future you've always dreamed of.

U.S. economy likely to slow this year, IMF says

During the World Economic Forum, the IMF cut its forecast for world economic growth in 2019. http://ow.ly/JFdv101y6pA

International lender also predicts global growth will tick down in 2019, citing trade tensions and Brexit risks

Practice Expanded to Include All Aspects of Financial Planning. Let's schedule time to discuss your financial goals and plan the future you've always dreamed of.

At Penn Mutual, we’re paving the way for you to live life with confidence. Let’s talk about what you want to achieve.

Life is unpredictable. Financial protection for you and your loved ones shouldn’t be. Let’s talk about the best solution for you.

inc.com

What Everyone Needs to Understand About Millennial Bosses

More millennial's are running companies. Here’s how the next generation are managing businesses. http://ow.ly/aFnv101xhAF

inc.com The only thing these young bosses are entitled to is respect.

irishamerica.com

Cheerleader-in-Chief

Eileen McDonnell discusses her Irish heritage, innovative mindset at Penn Mutual & thoughts on women in the financial services industry: http://ow.ly/kg0T101xhAs

irishamerica.com   Eileen McDonnell, the Chairman & CEO of Penn Mutual Life Insurance Company, discusses her Irish heritage, breaking the glass ceiling, and the way forward. ℘℘℘ When parents tell their chi…

wisebread.com

16 Small Steps You Can Take Now to Improve Your Finances

16 Small Steps You Can Take Now to Improve Your Finances. http://ow.ly/pENl101xhzX

wisebread.com Believe it or not, you can improve your finances in a big way by making several small money moves.

Make sure your family’s lifestyle and dreams are protected if you’re no longer there. Our term life insurance can help.

Want your business to be the top-listed Finance Company in Suffolk County?

Click here to claim your Sponsored Listing.

Telephone

Address


102 Motor Parkway, Suite 550
Suffolk County, NY
11788
Other Financial Services in Suffolk County (show all)
James L. McLoughlin James L. McLoughlin
376 Mark Tree Road
Suffolk County, 11733

4M Capital and Retirement Services 4M Capital and Retirement Services
1895 Walt Whitman Road, Suite #6
Suffolk County, 11747

Richard J. Krohley, Jr. Richard J. Krohley, Jr.
980 Old County Rd
Suffolk County, 11803

Andrew Caramico - Northwestern Mutual Andrew Caramico - Northwestern Mutual
400 Broad Hollow Rd
Suffolk County, 11747

To build a strategic and comprehensive financial plan, specific to each client's goals. Our relationship, with our clients, will uphold the highest levels of integrity, trust and service towards those goals

Joshua L. Whalley Mortgage Loan Originator Joshua L. Whalley Mortgage Loan Originator
4875 Sunrise Hwy. Suite 101
Suffolk County, 11716

Residential and Commercial loan options for all real estate needs.

Student Loan Services Student Loan Services
1428 Deer Park Avenue, 1st Fl
Suffolk County, 11703

Denise D. Rathje, Jet Direct Mortgage Denise D. Rathje, Jet Direct Mortgage
111 West Main Street, Suite 110, Bay Shore
Suffolk County, 11706

Denise has over 18 years of experience in the mortgage industry. She will help you structure your loan that uniquely fits your financial needs.

Kayceebees Financial Consulting Kayceebees Financial Consulting
1065 Old Country Rd.
Suffolk County, 11590

All of your mortgage needs under one roof. We have the availability to provide many financing options other lenders don't have available.

Eric Szczurowski CFP, RFC, CAS, CFS Eric Szczurowski CFP, RFC, CAS, CFS
445 Broadhollow Rd Suite 120
Suffolk County, 11747

Christopher Loria Christopher Loria
200 Broadhollow Rd Suite 302
Suffolk County, 11747

Financial Advisor, Ameriprise Financial Services, Inc.

Nicholas J. Alfino, CFS- Forest Hills Financial Group Nicholas J. Alfino, CFS- Forest Hills Financial Group
200 Broadhollow Rd. Suite 405
Suffolk County, 11747