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MassMutual financial professional.

Richard Santoraemail

Richard Santoraemail


Magnolia Wealth Strategies

3838 N Causeway Blvd #3400
Metairie, LA 70002-8194

Professional Story

Knowledge is the key to a successful financial future and preparing for the next step in life isn't always easy. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement income solutions
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

My goal is to provide families and business owners with assistance in building their financial freedom and to be a lifetime resource for each and every client.

 

I am licensed in MS & TN.

Education

University of Southern Mississippi (1996-1999), University of Southern Mississippi (2006-2009), American College of Financial Services (2022-)


Languages: English


Specialties:Insurance Strategies, Business Owners, Military, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Retirement Strategies, LGBTQ


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