president & owner hms financial group@ HMS FINANCIAL LIMITED
Dedham, Massachusetts, United States
Barbara Shapiro CFP CFS CMC CDFA
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Suffolk University - Sawyer Business School
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FlashIntel GPTBarbara Shapiro CFP CFS CMC CDFA is a highly experienced professional with 33.9 years of work experience. She specializes in investments, retirement planning, small business, mediation, and public speaking. Based in the United States, Barbara is the President and Owner of HMS Financial Group, where she helps clients achieve their financial goals through discipline, long-term relationships, and objective guidance. With the HMS Circle of Support, Barbara aims to provide strategic tools to help clients move forward in their life. Her expertise includes securities and advisory services, as well as securities and advisory services.
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About
HMS Financial Group helps clients achieve their financial goals through discipline, establishing close and long-term relationships, sharing knowledge and providing objective guidance.As a CDFA, I understand divorce may be an ending, but it can also be a new beginning. With the HMS Circle of Support™, we pursue a carefully designed set of objectives aimed at meeting your individual needs and financial requirements. Our goal is to provide you with the strategic tools necessary to help you move forward in your life.Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. HMS Financial Group and Cadaret, Grant & Co., Inc. are separate entities.
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president & owner hms financial group
President | Owner
President | Owner
Financial Services
Barbara Shapiro CFP CFS CMC CDFA's Professional Milestones
- President | Owner (1990-01-01~): Guided a team of businessmen to achieve exponential revenue targets by implementing strategic business initiatives and continuous problem-solving.
- President | Owner: Building a strong brand presence, optimizing processes, and attracting a diverse range of stakeholders to drive business growth.
Education
Finance
1995-1997Skill
Investments
Retirement Planning
Small Business
Mediation
Public Speaking
Estate Planning
Coaching
Certified Divorce Financial Analyst
Alternative Dispute Resolution
Guardianship
Personal Development
Fixed Annuities
Executive Coaching
Family Law
Certification
Other Named Barbara Shapiro CFP CFS CMC CDFA
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Barbara Shapiro CFP CFS CMC CDFA works for HMS FINANCIAL LIMITED
Barbara Shapiro CFP CFS CMC CDFA's role in HMS FINANCIAL LIMITED is president & owner hms financial group
Barbara Shapiro CFP CFS CMC CDFA works in the industry of Financial Services
Barbara Shapiro CFP CFS CMC CDFA's latest job experience is president & owner hms financial group at HMS FINANCIAL LIMITED
Barbara Shapiro CFP CFS CMC CDFA's latest education in Suffolk University - Sawyer Business School
