A Highly Personalized Financial Planning Experience
Bshapiro Financial is an independent financial services firm. We create, implement, and monitor customized financial plans covering all aspects of risk management. Our planning process is designed to help affluent individuals and families increase their chances of achieving their financial goals. When our clients are asked about their experience with our firm, the words they typically use are Trust, Confidence and Results, which has become our firm’s slogan.
We believe that understanding behavioral finance is as important as conventional finance. Once we understand what motivates the client—the desire for success or the fear of loss—we work within their comfort level to help them take action toward financial independence.
Our services include:
• Written Financial Plans
• Investment Management
• Estate Planning
• Coordination with other professionals, such as CPAs and attorneys, to ensure that all components are getting done
• Business Development and Succession Strategies
• Portfolio Stress Testing
• Retirement Income Planning
• Insurance Planning
• Charitable Gifting Strategies
• Education Planning
• Strategies for Minimizing Tax Burdens
Disclosure: Strictly intended for individuals in CA, CT, DC, DE, FL, MD, MI, MT, NJ, NY, OH, NC, SC and VA. 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 FINRA/SIPC (www.FINRA.org, www.SIPC.org), a Registered Investment Adviser. Fixed insurance products and services offered by Bshapiro Financial or CES Insurance Agency.
Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.
Bshapiro Financial, 366 North Broadway, Suite 401, Jericho, NY 11753-2000, 516 342-6566.
