Testimonials

I am pleased to commend Steve for his acumen, clarity, patience & attention to detail. He has demonstrated evenhandedness in all matters, including when he did not stand to benefit directly. My association with Steve has been marked with valuable advice, quick response time and a genuine sense that he has my family’s best interests at heart. I would not hesitate to recommend him to friends.

In 1993, when my husband passed away, Steve helped me as I began investing on my own. As my knowledge was somewhat limited, Steve was very patient and explained investing concepts in a manner I could understand. When I moved out of the area, I kept Steve as my financial advisor, as I valued his expertise and caring attitude. I am very grateful to Steve and would never hesitate to mention his name to a friend – he is honest and I trust him.

I have known Steve for several years and have found him to be friendly, courteous and approachable. His level of honesty, integrity and trust I value very much and I’d be most happy to mention his name to a friend if asked.

Steve is a true professional. We feel totally comfortable asking any question and Steve always gets back to us promptly. We admire Steve’s dedication, his honesty & integrity and we totally trust him to handle our planning. Because Steve has done such a good job for us, we would certainly urge anyone seeking financial advice to make an appointment just to talk with him. We can, without any hesitation, know he would do the same for you.

I have had Steve as my financial advisor since my husband passed away. He helped me through many difficult decisions in a caring and professional manner. I don’t know what I would have done without his help. Steve was, and is, courteous and responsive and I have recommended him to my very close friends.

My sisters and I own a small company in Northern California.  After our father’s lengthy & very expensive illness, we decided to look into purchasing long term care insurance.  Our insurance agent recommended that we work with Steve Shapiro, as he was a specialist in Long Term Care Insurance and a trusted colleague.   From the time we were first contacted by Steve until the day he delivered us our policies, he was very professional.   He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended.   As small business owners, the significant tax benefits derived from the company’s sponsorship of the plan was icing on the cake.  We are very relieved to now have excellent Long Term Care protection and would recommend Steve without hesitation to anyone interested in Long Term Care Insurance.

Steve recently guided my wife and I through the process of setting up a long-term care insurance program.  In short, he was absolutely fantastic to work with.

His explanations were thorough yet easy to understand.  He was quick to follow up and we never felt pressured as we moved through the selection process.

Clearly of most importance to us, we had solid confidence that he was looking out for our best interests.  We highly recommend him for long-term care insurance.