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      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

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  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

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      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

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      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

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      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

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Kayla Santos

  • Financial Planner
  • Investment Advisor Representative

Kayla takes a consultative approach to working with you, taking the time to develop a thorough understanding of who you are and what matters most to you. Based on your personal situation and your priorities, Kayla will help you develop a strategy to preserve and grow your assets to help fulfill your vision of your financial future. Her commitment is to provide quality service and support to her clients. Kayla is licensed to sell Life, Accident and Health insurance and also holds her Series 6, 65 and 63 licenses. She earned her Bachelor’s degree in financial services at Bryant University and was awarded the “Leadership in Financial Services” from Bryant University. Outside of work, Kayla enjoys spending time with her husband Domenic, puppy Milo, traveling, photography and playing tennis.

Protect your family, today. Click here

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI.

 

kayla m lopes

Kayla Santos

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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