A Holistic Approach to Fit Your
​Retirement Goals
 
​At Martin Shapiro Financial Services, we focus on creating a holistic experience for you. We want you to feel as if you are our only client, and we strive to make our collaborative relationship a priority.
 
The foundation of your strategy is comprehensive financial planning that determines a customized portfolio for you based on your unique situation according to your risk tolerance and investment time horizon.
 
The Martin Shapiro Financial Services team explores to understand your needs, wants and desires—as well as your values, your boundaries and your ability to tolerate risk.
 
What can Martin Shapiro Financial Services help you with?

Get a complimentary copy of our "10 Steps to a Successful Retirement" guide today!
Martin Shapiro Financial Services - As Seen On TV
Martin Shapiro Financial Services
[email protected]
CA License #​0681852​
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​Local: 858.573.1680
Toll-Free: 800.956.4782

500 N. State College Blvd. Suite 1100
Orange, CA 92868
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Martin Shapiro Financial Services and Martin Shapiro offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Insurance
products are offered through Martin Shapiro Insurance. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Martin Shapiro and/or Redwood’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. - click here for full disclosures.

​Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This website has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. ​18807 - 2019/4/23