Hillgen-Santa Financial Group
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Stratford, CT & Online
About
service to customer and direct communications.
https://www.facebook.com/About.HSFG/?eid=ARBqvuoTRx4vtZ1Ci_F9DzvUPlNzICJ8AVtPwqr7VqInX4gmno7U6q0XP2gUkYYr7T1opSsKJ7f5c_8v
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Frequently asked questions
What is your typical process for working with a new customer?
A phone call. 203-380-1118
What education and/or training do you have that relates to your work?
Maxwell School of Economics - Syracuse University
Master in Finance - MBA
Member of the Chicago Merchantile Exchange
Series 6,7,31,66 and independent insurance broker
Do you have a standard pricing system for your services? If so, please share the details here.
no, everything is tailored to the cleint.
How did you get started in this business?
Running commodities orders on the floor of the Chicago Board of Trade and then worked my way up to Head of the S&P 500 options pit on the Chicago Merchantile Exchange.
What types of customers have you worked with?
mom & pops to hedgefund operators.
Describe a recent event you are fond of.
My childs last report card.
What advice would you give a customer looking to hire a pro in your area of expertise?
Trust your gut.
What questions should customers think through before talking to pros about their needs?
Do I understand financial markets and do I really need to be in them at all.