Investment Management
Investing can be intimidating. We help to make it understandable and manageable.
We want you to be a long term partner in developing and carrying out your financial plans. With careful investments, thoughtful financial and tax planning, and ongoing support, it is possible to achieve your financial dreams.
We offer a no cost 1 hour consultation and a no cost 'second look' at your current portfolio.
Call us to achieve your dreams at
732-739-8991 or email us
at Plan@ShapiroFSG.com
It's easy! Simply follow the prompts to choose a day and time
which works for you and your meeting will be scheduled.
Financial Planning
At SFSG, we like to look at the big picture, to see your financial situation through a holistic lens. Everything we do is summed up by the phrase “Planning is the Key to Security”.
Tax Planning and Preparation
Tax planning and preparation are integral parts of your overall financial health. Work with us to maximize your return.
What Are Your Financial Dreams?
What are your financial dreams? A new home? Saving for retirement? College for the kids or traveling to that dream destination? Shapiro Financial Security Group, Inc. can help you achieve them so you can sleep well at night feeling confident that your financial security is in good hands.
What's New at Shapiro Financial
For the past 35 years, Shapiro Financial Security Group has delivered trusted, comprehensive financial, investment and tax planning dedicated completely to you, our client. At the core of everything we do is the belief that "Planning is the Key to Security".
Click here to check out our What's New section!
Investors should always consider investment objectives, risks, charges and expenses of investments carefully. No investments are guaranteed and may lose value.
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