HMS Financial Group

HMS Financial Group is a wealth management firm in Dedham, MA, located at 333 Elm St #210. It holds a 4.50 rating based on customer reviews.

The firm was founded in 1988 by Herb Shapiro, who had nearly 20 years of experience in the financial services industry before establishing the practice. His widow, Barbara Shapiro, trained alongside him and was named President in 2010. Barbara has over 25 years of experience in the industry and holds a Master of Science in Finance from Suffolk University, a Master of Education in Counseling from Boston University, and a Master of Education in Moderate Special Needs from Northeastern University. She is a Certified Financial Planner and one of the first Certified Divorce Financial Analysts in Massachusetts. In 2016, she earned additional training as a Certified Financial Transitionalist. Her credentials include CFS, CMC, CDFA, CeFT, and she holds an insurance broker license. She possesses Series 7, 63, and 24 licenses and has written for Kiplinger and ThinkAdvisor. In 2015, she co-authored the book He Said: She Said: A Practical Guide to Finance and Money During Divorce.

HMS Financial Group is an independent firm that does not hold proprietary products. It is affiliated with one of the largest independent broker/dealers in the U.S., providing access to a full spectrum of investment vehicles. The firm offers personalized financial planning for life, including retirement planning, education planning, money coaching, and divorce services. Retirement services include qualified and non-qualified retirement plans, Roth IRAs, SEP plans, Simple Plans, 401K plans, retirement plan administration, government recommended education programs for corporate employees, and long-term care plans. The firm also provides specialized widow and widower planning, addressing the emotional and financial challenges of losing a spouse. Divorce services are available for both attorneys and divorcing clients.

The firm is known for its positive rating from customers who have reviewed it.

HMS Financial Group combines decades of industry experience with specialized credentials to help Dedham clients navigate complex financial transitions.

HMS Financial Group is also located at 3 Allied Drive, Suite 303, Dedham, MA 02026. The firm can be reached at (781) 251-2655 or (800) 335-2442, and by email at [email protected].

The firm is situated on Elm Street, just a short distance from the Yankee Division Highway and the Dedham Corporate Center train station.

BizScoreAI awarded the business a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page. The Technical score is 91 out of 100, confirming the website is secure and indexable for search engines.