About Us

BSA is focused on the Insurance,Estate/Business Succession, Employee Benefits and Asset management* needs of our targeted clients.  Our client profile is focused on privately owned business owners, corporate executives, and high net worth individuals.  Our proprietary interest is to crystallize our clients’ financial objectives and assist them in implementing a plan to accomplish those objectives.  Through our experience and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically towards the accomplishment of their financial objectives.The asset of our client that we value the most is their trust.

 

 *Joel Shapiro offers investment advisory services as a Financial Advsiser with Eagle Strategies LLC, A Registered Investment Adviser.

 

 

Professional Resources

 

 

The Nautilus Group  

Joel A. Shapiro is a member agent of The Nautilus Group, a service of New York Life Insurance Company and a resource for estate conservation  and business succession ideas that is made available to a limited number of subscribing agents. The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by their members' clients, they provide strategies for consideration by the client's own legal and tax and other professional advisors. Clients should consult their own advisors for tax, legal and accounting advise.

 

 

*Neither the staff nor the members of The Nautilus Group may offer legal, tax, or accounting advice.  Our role is to educate and motivate clients and their advisors in addressing critical planning issues.

 

NYLIFE Securities LLC

A registered broker-dealer and member of the FINRA. Through NYLIFE Securities brokerage accounts, clients are able to access more than 10,000 mutual funds. NYLIFE Securities is a wholly owned subsidiary of New York Life Insurance Company, a Fortune 100 company and one of the largest insurance companies in the world.

Eagle Strategies, LLC.

A Registered Investment Adviser that is a subsidiary of New York Life dedicated to providing clients with financial planning and investment advisory services expertise with access to Investment Advisor Representatives. In addition to financial planning and financial planning seminars, Eagle Strategies' Financial Advisers offer clients Asset Allocation, Access to fee-based Mutual Fund Wrap Accounts, and Fee-based Professional Money Management Services

NYLEX Benefits

NYL Executive benefits LLC is a subsidiary and the executive benefits consulting arm of New York Life Insurance Company. 

Calculators

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