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
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
Office Locations:
-
998 Farmington Ave
Suite 202
West Hartford, CT 06107
