The Shapiro Financial Planning Group consists of a team of experienced financial advisors and support personnel. Our goal is to provide the best in every area of financial planning services which includes:
- Comprehensive Financial Plans
- Research and Development Tax Credit Consulting
- Insurance Planning at every level
- Wealth Management Services
- Retirement Planning
- Employee Benefits
- Commercial and Residential Mortgages
- College and Estate Planning
- Commercial Real Estate Services
Over the last 20 years we have worked very hard to develop a firm that clients can call their Trusted Advisors. The firm is a Registered Investment Advisor, FINRA registered and approved by the NYS Attorney General’s Office.
FINRA is authorized by Congress to protect America’s Investors by making sure advisors operate fairly and honestly.
We welcome the opportunity to be of service.
Sincerely,
Stuart R. Shapiro, CPA/PFS
President
