A Highly Personalized Financial Planning Experience

Bshapiro Financial is an independent financial services firm. We provide comprehensive financial planning, including written financial plans, investment management, estate planning, retirement income planning and risk management. We also offer online tools so you can monitor your progress.

Our corporate slogan—Trust, Confidence, Results-- impacts every step we take with you. Our mantra: Earn your trust. Inspire confidence in our recommendations. Help you get the results you desire.

We collaborate with your accountant, attorney and your other professionals, or recommend professionals from our network of trusted contacts.

Our staff is guided by the principals of behavioral finance, where we seek to understand what motivates you—desire for success or fear of failure—and work within your comfort level.

We carefully explain your options and make sure you come away with a fuller understanding. To borrow a phrase from the education field, we teach to the rate of the learner. After all, knowledge properly applied is power.

Please visit our website www.bshapirofinancial.com to learn how we can help you. 

Disclosure: Strictly intended for individuals in California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, Ohio and South Carolina. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Bshapiro Financial, 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753-2702, 516 342-6566.

Bshapiro Financial

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