Insights

Boutique advisory Small, fee-only registered investment advisory and planning firm with a client-centric model. Potential sales opportunity: upsell scalable financial planning or wealth management services to high-net-worth individuals within its client base, emphasizing fiduciary fee structure and unbiased guidance.

Risk alignment Adopts Riskalyze technology to tailor risk tolerance and portfolio design. Potential sales opportunity: offer enhanced risk management tools, portfolio analytics, and ongoing risk monitoring services that align with their risk-first approach.

Tax planning synergy Operates a combined tax planning and preparation practice alongside investment advisory. Potential sales opportunity: introduce integrated tax-optimized investment strategies and tax-efficient withdrawal planning as a value-add for existing clients.

Growth indicators Revenue in the introductory range and a multi-service platform suggest capacity for expanding service lines and client onboarding. Potential sales opportunity: provide scalable platforms for client onboarding, CRM, and financial planning workflows to support growth without compromising service levels.

Tech stack fit Uses cloud and web tools (AWS, Calendly, Drupal, Google libraries) for client engagement and operations. Potential sales opportunity: propose integrated marketing, scheduling automation, and analytics solutions to improve client experience, scheduling efficiency, and data-driven advisory decisions.

Shapiro Financial Security Group, Inc. Tech Stack

Shapiro Financial Security Group, Inc. uses 8 technology products and services including Calendly, Amazon Web Services, Google Hosted Libraries, and more. Explore Shapiro Financial Security Group, Inc.'s tech stack below.

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Google Hosted Libraries

Content Delivery Network

Drupal

Content Management System

Google Tag Manager

Tag Management

X-Content-Type-Options

Web & Portal Technology

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 September 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 September 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. and 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 Calendly, Amazon Web Services, Google Hosted Libraries, Drupal, Google Tag Manager, X-Content-Type-Options, Nginx and AddToAny.

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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