Darrin A. Santos, CFP®-FSI Wealth

Mary Kane 2 weeks ago

Darrin met with me 4 times to review my financial "health". He is great! Very easy to talk with. Very patient. Very thorough. He will go back to review and explain again if I didn't get the first time. I would definitely recommend Darrin for financial planning. I will go back again for future plans and retirement planning. Thank you Darrin.

Patti Kiyama 4 months ago

The recent passing of my beloved father provided the unexpected gift of meeting and getting to know Darrin Santos, his Financial Advisor for over 30 years, and Darrin’s Director of Client Services, Maggie Russo. I learned that the values of FSI Wealth Management are fully aligned with my father’s character of honesty, integrity, respect, truth, and transparency, so I made the decision to put my own estate into their thoughtful and caring hands. Within weeks I realized this was truly the decision of a lifetime, one that I had wished I made sooner. What was once complex is now easy to understand, and because Darrin took the time to get to know me, I have a life plan that is tailored to my needs, my preferences, and my life style. I now have a future about which I can be confident, secure and optimistic, and I am so grateful to my parents for passing this gift to me.

Shellie Bean 4 months ago

As seniors navigating an important crossroads in our future, we were seeking sound financial guidance. We needed expert support with financial planning, tax strategy, and investment advice—and Darrin delivered it all at a very reasonable price. He took the time to gather detailed information and asked thoughtful questions to understand our situation fully. Once he had everything together, he carefully explained where we stand today and painted a clear picture of how to achieve our future goals, using our risk tolerance as a guide. We are excited about a long-term relationship with Darrin and Maggie and feel secure knowing they are just a phone call away.

Kate 6 months ago

Darrin and Maggie have helped me navigate all new territory when it comes to financial planning; Darrin is so personable and easy to talk to and coming from a place of little to no investing experience I really needed the guidance and support from a knowledgeable and trustworthy source. I am so grateful knowing I have a financial plan and that our future will be secure. I can’t recommend them enough!! Such a blessing to have been referred by a family friend who also sings his praises.

Michael Myers 7 months ago

I have been a client for 21 years. Darrin has managed my retirement account every step of the way with sound advice about the market and investments. He has treated me like family. Always answers calls and questions. Maggie has been a delight. Whatever your concern, she will find an answer or direct you to the proper person. They make a great team. I thank them for all the years of trust to provide me with a stress-free retirement. I couldn't have done it without their expertise and commitment to manage my account and see it grow. Thank you both.