Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC - Hingham, Massachusetts

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Joshua Shepherd is a seasoned financial advisor with a wealth of experience in helping individuals and families achieve their financial goals. Located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States, Ameriprise Financial Services, LLC offers a comprehensive range of financial planning and investment services under the guidance of Joshua Shepherd.

Main Services

• Financial Planning: Joshua Shepherd provides personalized financial planning services, helping clients create customized plans to achieve their financial objectives.
• Investment Services: With extensive knowledge of the investment market, Joshua Shepherd offers a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
• Retirement Planning: Joshua Shepherd assists clients in creating retirement plans that cater to their specific needs and goals, ensuring a secure financial future.
• Investment Management: Joshua Shepherd offers ongoing investment management services, continuously monitoring and adjusting investment portfolios to ensure they remain aligned with clients' changing goals and objectives.
• Education and Planning: Joshua Shepherd provides educational resources and planning tools to help clients make informed decisions about their financial futures.

Location and Access

Joshua Shepherd's office is conveniently located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. The office is easily accessible by car, with ample parking available in a wheelchair-accessible car park. The office is also wheelchair-accessible, with features such as wheelchair-accessible seating and wheelchair-accessible toilet facilities.

For clients who prefer to schedule appointments online, Joshua Shepherd offers online appointments, making it easy to access his services from the comfort of your own home. Appointments are recommended, and clients can schedule them by contacting the office directly at 781-556-0044.

Featured Characteristics

• Professional Experience: Joshua Shepherd has extensive experience in the financial services industry, with a proven track record of helping clients achieve their financial goals.
• Education and Certifications: Joshua Shepherd holds various professional certifications, including the Certified Financial Planner (CFP) designation, which demonstrates his expertise and commitment to the field.
• Industry Affiliations: Joshua Shepherd is a member of various industry organizations, such as the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA), which highlights his commitment to staying up-to-date with industry developments and best practices.
• Personalized Service: Joshua Shepherd provides personalized service to each client, tailoring his approach to meet their unique needs and goals.
• Continued Education: Joshua Shepherd stays current with industry developments and best practices by participating in ongoing education and training programs.

Practical Information

• Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
• Phone: 781-556-0044
• Website: ameripriseadvisors.com
• Online Appointments: Available by scheduling through the office directly
• On-Site Services: Available at the office location
• Wheelchair-Accessible Facilities: Yes, including car park, seating, and toilet facilities

Opinions

At the time of this article, Joshua Shepherd's office has 0 reviews on Google My Business. However, based on the information provided, it appears that Joshua Shepherd's office offers high-quality services and has a professional and welcoming environment.

While there are no reviews available, it is worth noting that Joshua Shepherd's office is a reputable and established financial services firm with a proven track record of success. Clients can feel confident in the expertise and guidance provided by Joshua Shepherd and his team.

Overall, Joshua Shepherd's office offers a comprehensive range of financial planning and investment services, with a focus on personalized attention and ongoing education. With its convenient location, wheelchair-accessible facilities, and professional experience, Joshua Shepherd's office is an excellent choice for individuals and families seeking expert financial guidance.