A complete list of active advisors currently associated with Shapiro Financial Security Group, Inc.

Warmer can help you find a great advisor at Shapiro Financial Security Group, Inc. or one who fits your needs even better.

Shapiro Financial Security Group provides financial planning, consulting and investment management primarily to individual clients, offering both discretionary and non-discretionary portfolio management that typically allocates assets among mutual funds and ETFs. The firm also offers tax preparation and accounting/bookkeeping services to certain advisory clients and provides periodic educational seminars and workshops, some at no charge and others sponsored on a flat-fee basis. The firm’s investment process emphasizes risk management and client-specific planning, including an initial assessment of risk tolerance, time horizon and liquidity needs, followed by construction of diversified portfolios aimed at income and growth. It generally prefers funds with a multi-year track record but will use newer funds when a manager’s experience warrants it, and conducts account reviews on a regular basis (typically quarterly or semiannually). Noteworthy for its peer group, the firm is affiliated with an accounting practice and directly offers tax and bookkeeping services to advisory clients, a combination that is uncommon among supported firms and can affect implementation and potential conflicts of interest. The firm also routinely provides client education through seminars and workshops — a service less commonly offered by similar advisers — and focuses its client base on individuals rather than high‑net‑worth households.

To learn more about the advisors currently working at Shapiro Financial Security Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.