Shapiro Financial Security Group

Financial Services, 1 Bethany Rd, Hazlet, New Jersey, 07730, United States, 11-50 Employees

Phone Number: 73********

Who is SHAPIRO FINANCIAL SECURITY GROUP

"PLANNING IS THE KEY TO SECURITY" DREAM What are your financial dreams? A new home? Saving for retirement? College for the kids or travelling to that dream destination? Shapiro Financial ...

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Headquarters: 1 Bethany Rd, Hazlet, New Jersey, 07730, United States
Date Founded: 1982
Employees: 11-50
Revenue: $1 Million to $5 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6531 | NAICS Code: 541219 | Show More

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Shapiro Financial Security Group Org Chart and Mapping

Employees

Kenneth Shapiro

President, Financial Planner/Advisor

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Louis Ottati

Certified Financial Planner™

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Frequently Asked Questions Regarding Shapiro Financial Security Group

Answer: Shapiro Financial Security Group's headquarters are located at 1 Bethany Rd, Hazlet, New Jersey, 07730, United States

Answer: "PLANNING IS THE KEY TO SECURITY" DREAM What are your financial dreams? A new home? Saving for retirement? College for the kids or travelling to that dream destination? Shapiro Financial Security Group, Inc. can help you achieve them. You can sleep well at night feeling confident that your financial security is in good hands. PLAN For over 30 years, Shapiro Financial Security Group has delivered trusted, comprehensive financial planning services dedicated completely to our clients. We are a fee only Registered Investment Advisory, a Tax Planning and Preparation practice and a Personal Financial Planning practice all under one roof. We see each of these services as interconnected and important when working with you to develop your personal or business plan. Whether you need, or want, one or all of our services, our focus is on you and your unique financial 'personality' - your attitudes towards money, investment and risk; your financial objectives. At the core of everything we do is the belief that "Planning is the Key to Security". Being a fee only practice lets us put you first. We do not sell financial products, rather, we recommend appropriate investments and assist you in acquiring and managing them. It lets us think 'outside the box", allowing us to be creative and unbiased while maintaining sound, proven financial planning techniques that will enable you to achieve your desired results. We now offer Riskalyze - a cutting edge technology that pinpoints your personal tolerance for risk within your portfolio and assists us in designing your portfolio to meet that level of comfort. THRIVE We want you to be a long term partner in developing and carrying out your financial plans. With appropriate investments, thoughtful financial and tax planning, and ongoing support, it is possible to achieve your financial dreams. Call us at 732-739-8991 for a free 1 hour consultation & a free 2nd look at your portfolio. We look forward to hearing from you.