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

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Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States.
Phone: 7815560044.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
☎ī¸7815560044

Introduction to Joshua Shepherd - Financial Advisor at Ameriprise Financial Services, LLC

In the heart of Hingham, Massachusetts, Joshua Shepherd, a dedicated and experienced financial advisor, assists clients in managing and growing their wealth through comprehensive financial planning and investment services at Ameriprise Financial Services, LLC. With a commitment to understanding each client's unique financial goals and circumstances, Joshua Shepherd strives to provide personalized and effective financial strategies.

Main Services

  • Financial Planning: Joshua Shepherd works closely with clients to create customized financial plans that address their short-term and long-term goals. Services include retirement planning, education funding, tax planning, and estate planning.
  • Investment Services: As a financial advisor, Joshua Shepherd offers investment services tailored to clients' risk tolerance, time horizon, and financial objectives. He provides diversified investment portfolios and ongoing management to help clients grow and preserve their wealth.
  • RetirementIncome Strategies: Shepherd helps clients develop strategies to generate retirement income and navigate complex retirement planning challenges. He provides guidance on Social Security, pension plans, and other sources of retirement income.
  • Insurance Planning: To protect clients' assets and families, Joshua Shepherd offers insurance planning services, including life, health, and disability insurance. He helps clients identify coverage gaps and select appropriate policies.
  • Tax-Efficient Strategies: Shepherd works with clients to implement tax-efficient strategies, helping them minimize their tax liabilities and maximize their savings. He collaborates with clients' tax professionals to ensure comprehensive tax planning.

Location and Access

Joshua Shepherd's office is conveniently located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States, in the South Shore region of Massachusetts. The office is easily accessible from major roads, including Route 3 and Route 53, and is approximately 20 miles southeast of Boston.

Address
25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
Phone
781-556-0044
Website
ameripriseadvisors.com

Featured Characteristics

  • Experienced Team: Joshua Shepherd is part of the South Shore Wealth Management team, which consists of experienced financial advisors, dedicated support staff, and specialists in various financial disciplines.
  • Holistic Approach: Shepherd and his team take a holistic approach to financial planning, considering clients' entire financial picture and providing coordinated strategies that address their unique needs.
  • Client-Centric Culture: Ameriprise Financial Services, LLC prioritizes a client-centric culture, placing clients' interests first and fostering long-term relationships built on trust and expertise.
  • Comprehensive Services: The team offers a wide range of financial services, from investment management and financial planning to insurance and retirement planning, providing clients with a one-stop-shop for their financial needs.

Practical Information

  • Business Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM, with evening and weekend appointments available upon request.
  • Appointments: Joshua Shepherd and his team recommend scheduling appointments in advance to ensure clients receive undivided attention and personalized service.
  • Accessibility: The office is wheelchair-accessible, with designated parking, seating, and restroom facilities. The building also features automatic doors and elevator access.
  • Online Consultations: The team offers online appointments and virtual meetings, providing clients with the flexibility to receive financial advice from the comfort of their own homes.

Client Reviews and Testimonials

At the time of writing, Joshua Shepherd and Ameriprise Financial Services, LLC have no reviews on Google My Business. However, the broader Ameriprise Financial Services company maintains a strong reputation with an average rating of 4.3/5 stars from over 1,000 reviews on Google My Business. Positive aspects mentioned in reviews include:

  • Personalized Service: Many clients praise the personalized and attentive service they receive from Ameriprise financial advisors.
  • Expertise and Knowledge: Clients commend the team's extensive financial knowledge and ability to provide tailored solutions to meet their unique needs.
  • Trustworthy and Reliable: Ameriprise clients often express their trust in the company's advisors and their commitment to helping clients achieve their financial goals.

While there are no specific reviews for Joshua Shepherd, his association with Ameriprise Financial Services, LLC suggests that clients can expect a high level of professionalism, expertise, and personalized service when working with him.

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