Barry Shapiro Email & Phone Number

Barry Shapiro is a President, Financial Planner at Bshapiro Financial at Bshapiro Financial.

• 

  Certified Financial Fiduciary®, Clu ®, Chfc ®, Rebc ®, Aif ®, Casl®, President, Financial Planner

  Bshapiro Financial

  Apr 2007 - Present - Jericho, Ny

  Comprehensive Personal Financial Planning, SimplifiedDo you own a business and want to get out? Are you a highly-compensated executive who is hearing rumblings about corporate downsizing and would find it difficult landing another job--or any job--with the same pay? We can help you make those terrifying transitions with confidence.Bshapiro Financial is an independent financial services firm. We help our clients make a financial plan and follow it through. We help design and model your cash flows; review your investments, tax returns, legal documents, insurance policies, work benefits; measure your risk tolerance and time horizon to your current investment allocations; and collaborate with your other financial and legal professionals. The result is a comprehensive financial plan that helps predict your probability of the successful attainment of your goals, which we implement and monitor. We know how unsettling and often overwhelming transitions can be. Talk to us. We make it simple. Disclosures: Securities and Advisory Services offered through Commonwealth Financial Network®, Member https://www. FINRA.org /https://www. SIPC.org, a Registered Investment Adviser.The Financial Advisor associated with this website may discuss and/or transact business only with residents of states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please visit BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.Bshapiro Financial, 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753-2702, 516 342-6566.