Shapiro Financial Security Group, Inc
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.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Shapiro Financial Security Group, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- TB
Tom Burke
Vice President Information Technology · Information Technology
EmailPhone - MP
Mary P. Boncada
Tax Manager · Finance & Accounting
EmailPhone - LO
Louis Ottati
Certified Financial Plannertm · Finance & Accounting
EmailPhone - TB
Thomas Burke
It-ops · Other
EmailPhone - KB
Kenneth B. Shapiro
President, Financial Planner Advisor · Other
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Shapiro Financial Security Group, Inc
5 distinct titles indexed · top 5 shown.
- 1certified financial plannertm
- 1it-ops
- 1president, financial planner advisor
- 1tax manager
- 1vice president information technology
Sign up to unlock all 5 contacts at Shapiro Financial Security Group, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Shapiro Financial Security Group, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.