Rick Shapiro

CPA/PFS/CMGA, CFP®, CMFC® Masters in Tax

Investment & Financial Counselors, LLC

Investment & Financial Counselors, LLC, Managing Member

Rick Shapiro

CPA/PFS/CMGA, CFP®, CMFC® Masters in Tax

Investment & Financial Counselors, LLC

Investment & Financial Counselors, LLC, Managing Member

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rick Shapiro, CPA/PFS/CMGA, CFP®, CMFC® Masters in Tax

860-232-4121

Fee-Only financial planner located in West Hartford, CT, serving clients locally and across the country

Meet Rick Shapiro

Investment & Financial Counselors is client-focused to help clients achieve their goals. 

We help clients to: Build, Rebuild and Preserve and Protect wealth for them and future generations.  

To that end, we make certain that clients take on the minimum risk possible.


Our fee-only structure requires that a third-party;  e.g., an insurance company, cannot pay us and we cannot accept any commissions.  Period.  Full stop.

 

Rick Shapiro has worked extensively in the following areas of practice:

  • Divorce Planning
  • Estate/Asset Protection & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning  (Mr. Shapiro holds a Masters in Taxation, in addition to being licensed as a CPA, since 1989)

Rick Shapiro is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Rick Shapiro

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Office Locations:

  • 998 Farmington Ave
    Suite 202
    West Hartford, CT 06107

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