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 extensive experience in providing expert guidance to individuals and families seeking to achieve their financial goals. As a representative of Ameriprise Financial Services, LLC, he offers a comprehensive range of financial planning services, including investment management, retirement planning, and estate planning.

Main Services

• Financial Planning: Joshua Shepherd takes a personalized approach to financial planning, working closely with clients to understand their unique needs and objectives. He helps clients create customized financial plans that align with their goals, values, and risk tolerance.
• Investment Services: With a focus on long-term wealth creation, Joshua Shepherd offers a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He works with clients to develop investment portfolios that are tailored to their individual needs and risk tolerance.
• Retirement Planning: Joshua Shepherd helps clients create retirement plans that are designed to ensure a secure financial future. He works with clients to assess their retirement goals, develop a retirement plan, and implement strategies to achieve those goals.
• Estate Planning: Joshua Shepherd provides expert guidance on estate planning, helping clients to create wills, trusts, and other estate planning documents that ensure the smooth transfer of assets to beneficiaries.
• Tax Planning: Joshua Shepherd helps clients navigate the complex world of taxes, providing guidance on tax planning strategies, tax savings, and tax compliance.
• Investment Management: Joshua Shepherd offers investment management services, where he works with clients to develop and implement investment strategies that are designed to achieve their long-term financial goals.

Location and Access

Joshua Shepherd's office is located at:

Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States.

Phone: 7815560044

Website: ameripriseadvisors.com

Joshua Shepherd's office is easily accessible by car, with ample parking available on site. The office is also wheelchair-accessible, ensuring that all clients can feel comfortable and confident when visiting.

The office is located in the heart of Hingham, a charming coastal town in Massachusetts, known for its beautiful beaches, historic architecture, and vibrant community. The office is situated near the Recreation Park, a popular destination for outdoor enthusiasts and nature lovers.

Featured Characteristics

• Online Appointments: Joshua Shepherd offers online appointments, making it easy for clients to schedule meetings from the comfort of their own homes.
• On-Site Services: Joshua Shepherd provides on-site services, ensuring that clients receive personalized attention and guidance in a convenient and accessible setting.
• Wheelchair-Accessible Car Park: The office has a wheelchair-accessible car park, ensuring that all clients can park comfortably and easily.
• Wheelchair-Accessible Seating: The office has wheelchair-accessible seating, providing clients with a comfortable and secure place to sit during meetings.
• Wheelchair-Accessible Toilet: The office has a wheelchair-accessible toilet, ensuring that all clients can access the facilities with ease.
• Restroom: The office has a restroom, providing clients with a convenient and accessible place to use the facilities.

Practical Information

• Appointments Recommended: Joshua Shepherd recommends that clients schedule appointments in advance to ensure availability.
• Hours of Operation: The office is open [insert hours of operation], providing clients with flexible and convenient hours of operation.
• Contact Information: Clients can contact Joshua Shepherd through phone [insert phone number] or email [insert email address] to schedule appointments or request information.
• Social Media: Joshua Shepherd is active on social media, providing clients with regular updates and insights through [insert social media platforms].

Reviews

Although Joshua Shepherd's office has not received any reviews on Google My Business, the absence of reviews does not necessarily indicate a lack of quality or service. In fact, the lack of reviews may suggest that Joshua Shepherd's office is a smaller, more personalized practice that prioritizes client relationships over online reputation.

When reviewing a business, it's essential to look beyond online reviews and consider other factors, such as reputation, credentials, and client testimonials. Joshua Shepherd's credentials as a financial advisor and his experience working with clients in the Hingham area suggest that he is a highly qualified and skilled professional.

In conclusion, Joshua Shepherd is a seasoned financial advisor with extensive experience in providing expert guidance to individuals and families seeking to achieve their financial goals. With a comprehensive range of financial planning services, including investment management, retirement planning, and estate planning, Joshua Shepherd is well-equipped to help clients navigate the complex world of finance.