Insights

Niche size Small independent firm with 2-10 employees and a fee-only advisory model presents low-internal resource risk for a technology or marketing partner while offering a focused, high-touch client experience worth enhancing with scalable client engagement tools.

Technology adoption Adoption of Riskalyze plus web analytics and tag management indicates openness to tech-enabled risk profiling and data-driven advisory; opportunities exist to upsell fintech integrations, CRM enhancements, or portfolio optimization platforms.

Growth potential Revenue range of one to ten million signals room for expansion initiatives such as digital client onboarding, marketing automation, and scalable compliance tooling to support client acquisition and service delivery.

Value proposition Fee-only, non-product-selling model emphasizes unbiased guidance; vendors can tailor services around planning, tax strategy, and investment design, presenting a partnership for technology or services that reinforces objectivity.

Market positioning Established for over 30 years with a commitment to planning as security; target expansions could focus on attracting families and retirees seeking comprehensive planning, tax planning, and retirement readiness solutions via advisory platforms.

Shapiro Financial Security Group, Inc. Tech Stack

Shapiro Financial Security Group, Inc. uses 8 technology products and services including Amazon Web Services, Linkedin Sign-in, Lightbox, and more. Explore Shapiro Financial Security Group, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

Linkedin Sign-in

Identity Verification

Lightbox

Javascript Libraries

Google Tag Manager

Tag Management

ZURB Foundation

UI Frameworks

Google Analytics

Web Analytics

Nginx

Web Servers

AddToAny

Widgets

Shapiro Financial Security Group, Inc. Email Formats	Example	Percentage
FLast@shapirofsg.com	JDoe@shapirofsg.com	100%

Shapiro Financial Security Group, Inc. Email Formats

Example

Percentage

FLast@shapirofsg.com

JDoe@shapirofsg.com

100%

Frequently Asked Questions

What is Shapiro Financial Security Group, Inc.'s phone number?

You can contact Shapiro Financial Security Group, Inc.'s main corporate office by phone at

+1-732-739-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shapiro Financial Security Group, Inc.'s official website and social media links?

Shapiro Financial Security Group, Inc.'s official website is shapirofsg.com and has social profiles on LinkedIn.

How much revenue does Shapiro Financial Security Group, Inc. generate?

As of August 2026, Shapiro Financial Security Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Shapiro Financial Security Group, Inc.'s NAICS code?

Shapiro Financial Security Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Shapiro Financial Security Group, Inc. have currently?

As of August 2026, Shapiro Financial Security Group, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Human Resources Compliance Regulatory: M. P.Secretary: R. S.. Explore Shapiro Financial Security Group, Inc.'s employee directory with LeadIQ.

What industry does Shapiro Financial Security Group, Inc. belong to?

Shapiro Financial Security Group, Inc. operates in the Financial Services industry.

What technology does Shapiro Financial Security Group, Inc. use?

Shapiro Financial Security Group, Inc.'s tech stack includes Amazon Web ServicesLinkedin Sign-inLightboxGoogle Tag ManagerZURB FoundationGoogle AnalyticsNginxAddToAny.

What is Shapiro Financial Security Group, Inc.'s email format?

Shapiro Financial Security Group, Inc.'s email format typically follows the pattern of FLast@shapirofsg.com. Find more Shapiro Financial Security Group, Inc. email formats with LeadIQ.

When was Shapiro Financial Security Group, Inc. founded?

Shapiro Financial Security Group, Inc. was founded in 1982.

Shapiro Financial Security Group, Inc.

Q: What is Shapiro Financial Security Group, Inc.'s NAICS code?

Shapiro Financial Security Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States2-10 Employees

Shapiro Financial Security Group, Inc. operates in the financial services sector, offering comprehensive personal and business financial planning through a multi-disciplinary, fee-only model. The firm combines registered investment advisory, tax planning and preparation, and personal financial planning under one structure, with an emphasis on tailoring strategies to each client’s risk tolerance, objectives, and overall financial personality. By not selling financial products, the company aims to provide unbiased guidance and assist clients in acquiring and managing appropriate investments, supported by tools to assess risk tolerance and portfolio design. Based in Hazlet, New Jersey, the company emphasizes long-term partnerships and ongoing support to help clients pursue goals such as home ownership, retirement planning, funding education, and other financial aspirations. The organization has operated for over three decades, positioning itself as a planning-focused advisor that stresses security through structured, individualized planning solutions.

Insights

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