Bshapiro Financial

Bshapiro Financial is an independent financial services firm located in Jericho, New York. They are a small company with 5-9 employees. Bshapiro Financial provides comprehensive financial planning services, including written financial plans, investment management, estate planning, retirement income planning, and risk management. They also offer online tools for clients to monitor their progress. Their client base consists of individuals seeking personalized financial guidance. Bshapiro Financial differentiates itself by emphasizing a highly personalized approach to financial planning. They utilize behavioral finance principles, aiming to understand clients' motivations and tailor recommendations to their comfort levels. Their commitment to transparency involves clearly explaining options and ensuring clients fully grasp their choices. Clients can reach Bshapiro Financial at 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753-2702, or by phone at 516 342-6566.