Shapiro Financial Planning Group

The Smart Choice For All Your Financial Needs

Financial planner in Woodbury, NY (show on map)

Shapiro Financial Planning Group offers expert financial advisory and accounting services to secure a robust financial future for individuals, families, and businesses.

Call (516) 338-8700

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About

Shapiro Financial Planning Group, led by Stuart R. Shapiro, CPA/PFS, provides comprehensive financial advisory and accounting services dedicated to securing a robust financial future for clients, families, and businesses.

The firm specializes in investment analysis, wealth management, retirement planning, insurance services, college planning, estate planning, business valuations, and commercial leasing & sales. With decades of experience and a team of certified professionals, the group offers tailored strategies that align with each client's financial goals, risk tolerance, and time frames.

Comprehensive financial advisory and accounting services

Expertise in investment analysis, wealth management, retirement planning, insurance services, and estate planning

Certified professionals with multiple designations

Customized solutions for employee benefits, mortgage consulting, and retirement planning

Services

Employee Benefits

Reward Your Employees for Their Work. We help businesses design and implement comprehensive employee benefit packages, including health, vision, dental, life, disability, and retirement plans, to attract and retain top talent.

Customized benefit solutions Health, vision, and dental insurance Life and disability insurance Retirement plan design and implementation

Mortgage Consulting

Assist clients with mortgage consultations, initial mortgages, residential and commercial mortgages, mortgage refinancing, and reverse mortgages, providing customized solutions for various financial situations.

Mortgage consultations Initial mortgages Residential and commercial mortgages Mortgage refinancing Reverse mortgages Access to a variety of mortgage lenders

Retirement Planning

Offer customized investment plans, business and individual advice, succession planning, cash flow projections, and asset protection to help clients achieve their retirement goals.

Customized investment plans Business and individual advice Succession planning Cash flow projections Asset protection

Insurance Services

Provide life insurance, long-term care insurance, disability insurance, annuities, personal and commercial coverage, and ensure clients have the right insurance policies for their needs.

Life insurance Long-term care insurance Disability insurance Annuities Personal and commercial coverage

Estate Planning

Offer comprehensive estate planning services, including wills, trusts, probate administration, and succession planning to protect assets and ensure smooth wealth transfer.

Wills and trusts Probate administration Succession planning Asset protection strategies

College Planning

Assist families in developing comprehensive college funding strategies, including savings plans, financial aid analysis, and investment options to meet educational expenses.

College savings plans Financial aid analysis Investment options for education funding

Credentials & Certifications

CPA/PFS

AAMS – Accredited Asset Management Specialist

ABV – Accredited in Business Valuations

CFP – Certified Financial Planner

CHFC – Chartered Financial Consultant

CKP – Certified 401(K) Professional Designation

CLTC – Certified in Long-Term Care

CLU – Chartered Life Underwriter

CMFC – Chartered Mutual Fund Consultant

CRPC – Chartered Retirement Planning Counselor

CVA – Certified Valuation Analyst

LUTCF – Life Underwriters Training Council Fellow

Frequently Asked Questions

What is the mission of Shapiro Financial Planning Group? +

To ensure that the lives and well-being of our clients are positively impacted by offering sound financial advice that enables sound decision making, building relationships based on personal attention, and providing knowledgeable, honest, comprehensive financial planning advice.

What are the key services offered by Shapiro Financial Planning Group? +

Shapiro Financial Planning Group offers a full-service financial planning practice with services including employee benefits, mortgage consulting, retirement planning, insurance services, college planning, estate planning, business valuations, wealth management services, and commercial leasing & sales.

Who is Stuart R. Shapiro and what are his credentials? +

Stuart R. Shapiro is the lead financial advisor and CPA/PFS at Shapiro Financial Planning Group. His credentials include CPA/PFS, AAMS, ABV, CFP, CHFC, CKP, CLTC, CLU, CMFC, CRPC, CVA, and LUTCF.

What is the significance of the Forbes feature on Daniel Nessim? +

Daniel Nessim, a partner at Shapiro Financial Planning Group, was featured in the August 2021 issue of Forbes magazine, highlighting his expertise in maximizing employee benefits while keeping costs down.