Call Us Today:
800.397.3370

Financial Planning in Beloit and Janesville, WI

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Alongi Santas Financial Services, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Alongi Santas Financial Services, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Alongi Santas Financial Services is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Alongi Santas Financial Services today to see how Financial Planning can help achieve your goals.


Securities and Advisory Services Offered Through Harbour Investments, Inc. Member FINRA & SIPC
Securities Licenced in AZ, FL, HI, IL, WI

Our Locations

Alongi Santas Moss Insurance Agency

2211 Cranston Rd
Beloit, WI 53511
Main office: 608-362-3370
Toll free: 800-397-3370

Don Chapin Insurance Agency

2715 Kennedy Road
Janesville, WI 53545
Main office: 608-755-1121

Macktown Insurance Agency

301 E Main Street Suite 1
Rockton, IL 61072
Main office: 815-671-4164

The Pederson Agency

409 E Milwaukee St
Argyle, WI 53504
Main office: 608-543-3354

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.