Martin Shapiro Registered Investment Adviser
Financial consultant
Services Offered
- Financial planning
- Investment management
- Retirement planning
- Asset allocation
- Risk management
About
Martin Shapiro is a Registered Investment Adviser based in Santee, California, providing financial planning and investment management services to individuals and families. He specializes in helping clients navigate their financial goals through personalized strategies that encompass retirement planning, asset allocation, and risk management. Martin is dedicated to offering tailored advice that aligns with his clients' unique financial situations and aspirations. His practice focuses on building long-term relationships with clients to support their financial well-being.
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Business Information
Address
9466 Cuyamaca St Suite 102
Santee, California 92071
Phone
Contact to get phone(Partially hidden)
Website
Business Hours
Contact for business hours