Bshapiro Financial
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
100 Jericho Quadrangle Ste 335, Jericho,...Phone Number
(516) 342-6566Website
www.bshapirofinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Bshapiro Financial
Bshapiro Financial is an independent financial services firm that specializes in comprehensive personal financial planning. They assist clients, including wealth builders, professionals in transition, and retirees, in creating and implementing financial plans tailored to their unique situations. The firm focuses on helping clients navigate significant life transitions with confidence, ensuring their financial goals are met through careful assessment and collaboration with other financial and legal professionals. Their services include cash flow design, investment reviews, and risk tolerance assessments to support clients in achieving their desired financial outcomes.Explore more
Bshapiro Financial Org Chart
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Bshapiro Financial is an independent financial services firm that specializes in comprehensive personal financial planning. They assist clients, including wealth builders, professionals in transition, and retirees, in creating and implementing financial plans tailored to their unique situations. The firm focuses on helping clients navigate signific... Read More
