Barbara  Shapiro,  CFP<sup>&reg;</sup> - Financial Advisor

Barbara Shapiro, CFP®

, CDFA, CeFT

President

HMS Financial Group

333 Elm St, Suite 210
Dedham, MA 02026
FINANCIAL ADVISOR'S WEBSITE
(781) 251-2655

General

Barbara Shapiro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HMS Financial Group in Dedham, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS, CDFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Getting Divorced, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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