Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Who We Serve
Blog
Account Access
- Investor 360
- Your Client Portal
Contact

Rafael Bernard

Advanced Planning Consultant

Contact

Bshapiro Financial

Office: (516) 342-6566

Fax: (516) 342-6571

100 Jericho Quadrangle

Suite 335

Jericho, NY 11753

Series 7; Series 63; Series 65; NYS Life, Health and Disability Insurance License

barry@bshapirofinancial.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Disclosure: Strictly intended for individuals in California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, Ohio and South Carolina. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org /www.SIPC.org, a Registered Investment Adviser. Bshapiro Financial, 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753-2702, 516 342-6566.

Form CRS: Client Relationship Summary