The Technology Spot-Audit is our proven introductory process to the Guided Planning Services (GPS). Through it we learn the makeup of your business, identify, with you, a single priority - and provide you quick and expert analysis and recommendations. The Technology Blueprint is a natural evolution of our introductory Spot-Audit solution.
This takes
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
Related categories
Accountants in Orange, CA
Loans in Orange, CA
Wealth management in Orange, CA
Financial advisors in Orange, CA
Financial planning in Orange, CA