Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC - Hingham, Massachusetts
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.
đ Location of Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC: Comprehensive Financial Planning in Hingham, MA
Joshua Shepherd, a dedicated financial advisor, leads the South Shore Wealth Management team at Ameriprise Financial Services, LLC, located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043. With a commitment to helping clients achieve their financial goals, Shepherd offers personalized and comprehensive financial planning services.
Main Services
- Financial Planning: Shepherd provides tailored financial plans, considering clients' unique situations, goals, and risk tolerance.
- Investment Services: He offers investment strategies and portfolio management to help clients grow their wealth.
- Retirement Planning: Shepherd specializes in planning for retirement, including strategies for saving, income distribution, and managing retirement assets.
- Estate Planning: He helps clients create estate plans that protect their assets and provide for their loved ones.
- Tax Planning: Shepherd works with clients to minimize their tax liabilities and optimize their financial situations.
Location and Access
Shepherd's office is conveniently located in Hingham Square, near the intersection of Routes 3A and 53. The office is easily accessible by car, with nearby public parking available. For those using public transportation, the Hingham Square Commuter Rail Station is a short walk away, serviced by the MBTA's Greenbush Line.
The office itself is wheelchair-accessible, with a dedicated wheelchair-accessible parking spot, wheelchair-accessible toilet, and wheelchair-accessible seating. Restrooms are available on-site.
Featured Characteristics
- Personalized Approach: Shepherd takes the time to understand each client's unique financial goals and circumstances.
- Holistic Planning: He considers all aspects of a client's financial life, including investments, insurance, taxes, estate planning, and retirement planning.
- Comprehensive Guidance: Shepherd provides ongoing support and regular reviews to help clients stay on track with their financial plans.
- Online Appointments: For the convenience of clients, Shepherd offers online appointments.
Practical Information
- Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
- Phone: 781-556-0044
- Website: ameripriseadvisors.com
- Appointments: Recommended, especially for new clients
Currently, there are no customer reviews available for Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC on Google My Business, so the average opinion rating is 0/5.
Positive aspects mentioned in reviews: Not applicable due to the absence of reviews.