Martin Shapiro Financial Services- Financial Advisor Austin, TX

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About Martin Shapiro Financial Services

We are a fee-based financial advisory firm based out of Orange County, CA with footprints in Austin and North Carolina. We are fiduciaries that build and implement custom financial plans based upon what is best for each individual client. We practice holistic financial planning so that we look at everything that affects your financial situation; taxes (both income and estate), retirement income planning, social securirty, investment planning, edcuation funding, estate planning, insurances and anything else that might impact you. We are passionate about our jobs and love what we do. We believe in educating our clients to a level of articulation above and beyond what is required, so that they fully understand every aspect of their financial plan.

Primary offices located at: 500 N. State College Blvd. Suite 1100, Orange, CA 92868

Toll Free 800-956-4782 | John's cell 210-606-4653 | Fax 858-573-2581 Book an appointment using this Calendar link https://calendly.com/johnnywright/30min

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General Information

Firm Start Year

1985

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor in Economics - Economics

University of California San Deigo
1975 -1981

MS Financial Services -

The American College of Financial Services
1992 -2001

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1821282/paladinregistry-Martin-Shapiro-Financial-Services-detailed-disclosure.html

Disclaimer

Investment advisory services offered through Redwood Private Wealth LLC. Please contact your Redwood investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns. Redwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. Additional information about Redwood and Martin Shapiro is available at www.adviserinfo.sec.gov. It is important to read our email disclosures available at this link: https://redwoodprivatewealth.com/disclosures/. Insurance Products are offered through Martin Shapiro Insurance.

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