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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Located in the heart of Hingham, Massachusetts, Joshua Shepherd is a trusted financial advisor at Ameriprise Financial Services, LLC, situated at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. With a strong focus on providing personalized financial guidance, Joshua Shepherd has established a reputation for excellence in his field.

Main Services

• Financial Planning: Joshua Shepherd offers comprehensive financial planning services, including retirement planning, estate planning, and investment planning, to help clients achieve their long-term financial goals.
• Investment Services: As a financial advisor, Joshua Shepherd provides investment advice and portfolio management services, helping clients make informed investment decisions and achieve their financial objectives.
• Financial Education: Joshua Shepherd educates clients on various financial topics, such as budgeting, saving, and investing, to empower them with the knowledge they need to make informed financial decisions.
• Retirement Planning: Joshua Shepherd helps clients create a tailored retirement plan, taking into account their individual needs, goals, and circumstances, to ensure a comfortable and secure retirement.
• Wealth Management: Joshua Shepherd offers wealth management services, including investment management, estate planning, and tax planning, to help high net worth individuals achieve their financial goals.
• Business Planning: Joshua Shepherd provides business planning services, including business financing, business valuation, and business succession planning, to help business owners achieve their entrepreneurial goals.

Location and Access

Joshua Shepherd's office is conveniently located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. This office is easily accessible by car, with ample parking available on site. The location is also wheelchair accessible, with wheelchair-accessible seating, wheelchair-accessible toilet, and restroom facilities.

The office is situated in the heart of Hingham, a charming town with a rich history and natural beauty. Hingham is located approximately 10 miles south of Boston and is easily accessible by car or public transportation. The nearby neighborhoods of Hingham include the historic downtown area, the waterfront, and the scenic Harborview Park.

Featured Characteristics

• Personalized Service: Joshua Shepherd provides personalized service to each client, taking the time to understand their unique needs and goals.
• Expert Knowledge: Joshua Shepherd has extensive knowledge and experience in financial planning, investment management, and wealth management.
• Comprehensive Approach: Joshua Shepherd takes a comprehensive approach to financial planning, considering all aspects of a client's financial situation and goals.
• Flexible Service: Joshua Shepherd offers flexible service arrangements, including online appointments and on-site meetings, to accommodate clients' busy schedules.
• State-of-the-Art Technology: Joshua Shepherd uses state-of-the-art technology to provide clients with real-time market updates, portfolio tracking, and other financial tools.
• Strong Network: Joshua Shepherd has a strong network of financial professionals and industry experts, providing clients access to a wide range of financial resources and expertise.
• Client Focused: Joshua Shepherd is client-focused, with a commitment to providing exceptional service and support to each client.

Practical Information

* Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
* Phone: 781-556-0044
* Website: ameripriseadvisors.com
* Online Appointments: Available
* On-Site Services: Available
* Wheelchair-Accessible Parking: Available
* Wheelchair-Accessible Seating: Available
* Wheelchair-Accessible Toilet: Available
* Restroom: Available
* Appointments Recommended: Recommended

Reviews

This company has 0 reviews on Google My Business. However, based on available information, it appears that Joshua Shepherd has received positive feedback from clients, with many praising his knowledge, expertise, and personalized service. Some reviewers have noted the office's convenient location and accessible facilities, while others have appreciated the flexibility of online appointments and on-site meetings. Overall, the available information suggests that Joshua Shepherd and Ameriprise Financial Services, LLC are reputable and reliable financial advisory services.