Samuel Santiago

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

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Samuel’s Licenses and Disclosures

    Contact Samuel

    *Fields are required

    McDermid Financial Group

    Satellite Office

    37 Franklin Street Suite 600
    Buffalo, NY 14202