Martin Shapiro

Frequently Asked Questions​

Here are answers to some of our most common questions. Can’t find what you’re looking for? Feel free to contact us.

Martin Shapiro Financial Services’ philosophy is based on honesty and transparency. With our financial planning team, you can expect our team to earn your confidence through collaboration and help empower you to make informed decisions based on your unique situation.


Our financial planning professionals are dedicated to helping you protect and grow your retirement income through innovative financial planning strategies designed to meet your objectives and goals. Our financial planners hope to create long-lasting relationships you can depend on and feel confident in.


Martin Shapiro Financial Services brings 36+ years of experience in financial planning, and we’re eager to help prepare you for your financial future, which can make all the difference to you and your loved ones later on.


Let’s start a conversation and see how we can be of service to help preserve and potentially grow your wealth.

We deal with people of various ages and stages of life. There is no such thing as a “perfect” moment to begin financial planning. When you can, that is the moment! Our financial planners will try to maximize your present assets, regardless of the state of your portfolio.


Consider working with us if you are preparing for a career move, planning for retirement, making a significant purchase, or starting a family. Please book a free consultation if you have any questions about how we can best serve you. In every case, we’ll find out the best approach to take!

You may contact our offices directly at 800-956-4782, or you can reach out to us directly on our sites contact page.