Mike Slobodow

Series 6, 63, 26, 65, Insurance Licensed

Investment Adviser Representative

I am dedicated to helping individuals and small businesses achieve their financial goals.

About:

I completed my MBA in Finance from New York Institute of Technology after obtaining my BBA in Accounting from Florida International University. I spent years in the private sector holding Senior Management Positions with companies like Macy’s, ABC and CFO of Dean & DeLuca and Carmines.

I have 45 years of experience helping clients with financial solutions. I started my business because it allows me to help clients achieve their goals. Knowing that by working with people I can make dynamic improvements to their financial situations motivates me every day.

I work with numerous accounting options to best serve clients needs. I have extensive knowledge in the areas of employer-sponsored and individual retirement plans, debt management, college education planning, and life insurance analysis.

Stephanie Shapiro

Insurance Licensed

I am dedicated to helping individuals and small businesses achieve their financial goals.

About:

I started to get my degree in Elementary Education and realized I love kids but I love business more. However, I used my education to help me in the people business. I specialize in building relationships and truly care about all of our clients like they are my family.   

I have over 20 years in Retail Management, Human Resources and Customer Service, specializing in bookkeeping and payroll. I have extensive knowledge in the areas of employer-sponsored and individual retirement plans, debt management, college education planning, and life insurance analysis.

I decided to join my father in his business to focus on helping people. Carrying on his traditions of working with people, so we can make dynamic improvements to their financial situations motivates us every day.

Goals & Commitment

We are dedicated to helping individuals and businesses achieve their financial goals. Our experience and financial insights are shared with you to help you address critical questions. In addition, we will work with you to identify an investment plan and select investment strategies that can help you accumulate assets, preserve assets through risk management, and distribute retirement income.

We have a range of options that help serve your needs.

Ongoing servicing of you and your accounts is critical to us. We are committed to being accessible to support you in your investment decisions and to work with you to implement changes as they become necessary.

Mission Statement

Our mission is focused on getting to know and understand your needs, wants and long-term goals. Our passion is to help you develop and implement an investment plan that’s designed to address your individual situation. Our energy, commitment, and efforts are focused on you, the client and your satisfaction.

We are proudly Family owned and operated for 45 years.