Marea Santos

Santos Organizational Strategies, LLC (S.O.S.) is a financial services company based in the Greater Boston area and run by money manager Marea E. Santos. The company helps individuals and small businesses understand their financial position and make informed, strategic decisions about their future. With more than twenty years of experience, S.O.S. works with clients to clarify where their money comes from, where it goes, and how it can support their goals.

Its services include business and personal financial assessments, budgeting, and financial strategy. S.O.S. also offers financial project management, including estate and household project management, along with bookkeeping services for businesses using QuickBooks and individuals using Quicken. Tax preparation and returns are also listed among its services. Clients can use the company’s business or personal financial self-assessments to review their circumstances, or book a free phone consultation. The company aims to help clients address questions such as net worth and cash flow, evaluate their financial situation, and identify ways to improve it.