Financial Planning in Hazlet, New Jersey

Mission Statement

At Shapiro Financial Security Group, Inc., our underlying core value is that our services should not be investment or product driven, but client defined and customized to individualized situations. We are passionate about adhering to sound and proven financial planning processes and techniques to achieve the desired result for our clients. We will not compromise the quality of the end result by taking shortcuts along the way.

What are your financial dreams? A new home? Saving for retirement? College for the kids or traveling to that dream destination? Shapiro Financial Security Group, Inc. can help you achieve them so you can sleep well at night feeling confident that your financial security is in good hands.

For over 30 years, Shapiro Financial Security Group has delivered trusted, comprehensive financial planning services dedicated completely to our clients. We are a fee only Registered Investment Advisory, a Tax Planning and Preparation practice and a Personal Financial Planning practice all under one roof. We see each of these services as interconnected and important when working with you to develop your personal or business plan. Whether you need, or want, one or all of our services, our focus is on you and your unique financial 'personality' - your attitudes towards money, investment and risk; your financial objectives. At the core of everything we do is the belief that "Planning is the Key to Security".

Being a fee only practice lets us put you first. We do not sell financial products, rather, we recommend appropriate investments and assist you in acquiring and managing them. It lets us think 'outside the box", allowing us to be creative and unbiased while maintaining sound, proven financial planning techniques that will enable you to achieve your desired results. We now offer Riskalyze - a cutting edge technology that pinpoints your personal tolerance for risk within your portfolio and assists us in designing your portfolio to meet that level of comfort.

Key Contacts

Kenneth B. Shapiro, Cfp, Cpa/pfs

1) Fee-only Financial Planning

2) Investment Management

3) Tax Planning And Preparation

4) Estate Planning

5) Education Planning

Service Locations

Fee Only Hazlet  -  Financial Planning Hazlet  -  Investment Management Hazlet
Tax Preparation Hazlet  -  Estate Planning Hazlet  -  Retirement Planning Hazlet

Citations

Shapiro Financial Security Group, Inc. Photo Gallery
Updated as of 4/16/2025

Contact Information

Direct Email Contact