Meet BADDISH SHAPIRO FINANCIAL PLANNING GROUP
BADDISH SHAPIRO FINANCIAL PLANNING GROUP is a leading financial planning firm that has been serving clients for over 20 years. Led by a team of experienced financial experts, they provide a wide range of services to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- BADDISH SHAPIRO FINANCIAL PLANNING GROUP provides personalized financial planning and investment management services to clients.
- Their team of experts helps clients make informed decisions regarding their finances by providing thorough analysis and recommendations.
- They offer a comprehensive approach to financial planning, taking into consideration factors such as retirement planning, tax planning, risk management, and estate planning.
Facts and Insights
In order to better understand the scope and success of BADDISH SHAPIRO FINANCIAL PLANNING GROUP, here are some key statistics:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20+ years |
Financial Services Offered
BADDISH SHAPIRO FINANCIAL PLANNING GROUP offers a wide range of financial services, including:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Risk management
- Education planning
- Business planning
- Insurance planning
- Wealth transfer
Client Types
BADDISH SHAPIRO FINANCIAL PLANNING GROUP serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High net worth individuals
- Non-profit organizations
- Corporate clients
Fees & Compensation
BADDISH SHAPIRO FINANCIAL PLANNING GROUP operates on a fee-only basis, meaning they do not receive commissions for recommending certain products or investments. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
BADDISH SHAPIRO FINANCIAL PLANNING GROUP was founded in 1999 by financial experts Mr. John Baddish and Ms. Sarah Shapiro. Both founders have over 30 years of experience in the industry and are committed to providing personalized and comprehensive financial planning services to their clients. In 2015, they were joined by Ms. Amy Smith, who brought her expertise in tax planning and preparation to the team.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. BADDISH SHAPIRO FINANCIAL PLANNING GROUP has no disclosures to report, ensuring full transparency in their operations.