Shepherd Financial Advisors - Madison, Wisconsin

Shepherd Financial Advisors

Located at 5555 Odana Rd #104, Madison, WI 53719, Shepherd Financial Advisors is a reputable financial services firm dedicated to helping clients achieve their financial goals. The company can be contacted by phone at 82345734 or through their website at shepherdfinancialadvisors.com.

With specialties in financial planning, investment services, and life insurance, Shepherd Financial Advisors offers a comprehensive range of solutions tailored to meet the unique needs of each client. Their team of experienced advisors works closely with clients to develop personalized strategies that align with their financial objectives and risk tolerance.

The firm is committed to providing exceptional service and has received high praise from its clients. Many reviewers note the professionalism, accessibility, and personalized attention they receive from the advisors at Shepherd Financial Advisors. The company is also wheelchair accessible, with entrance, parking, and restroom facilities available for those with mobility needs. Appointments are recommended for those wishing to consult with an advisor.

With an impressive 5 out of 5-star average rating based on 26 reviews on Google My Business, Shepherd Financial Advisors has demonstrated its commitment to client satisfaction. One satisfied client, for example, states, 'Ryan has been helping my husband and me with our retirement finances for almost 4 years now. He is very professional and yet feels like a part of our family since we have gotten to know him.' This sentiment is echoed by many others, highlighting the strong relationships built between the advisors and their clients.

Whether you are looking to plan for retirement, grow your investments, or secure your family's future with life insurance, Shepherd Financial Advisors has the expertise and personalized approach to help you achieve your financial goals. With their commitment to accessibility, exceptional service, and client satisfaction, Shepherd Financial Advisors is a top choice for financial planning and investment services in the Madison area.

👍 Reviews of Shepherd Financial Advisors

Ellen O.

5/5

Ryan has been helping my husband and me with our retirement finances for almost 4 years now. He is very professional and yet feels like a part of our family since we have gotten to know him. We appreciate his attention to detail and communication to us when decisions need to be made. We have been very pleased in working with him and would highly recommend him to others!

Carson J.

5/5

I just graduated from school this last year and started my career. My wife and I were looking for financial advice to plan for the future and build our wealth. Ryan has been super helpful and professional helping answering our many questions and helping us build a plan. Would definitely recommend!

Seija S.

5/5

I’m so grateful to have all my financial needs met and taken care of through Shepherd Financial advisors! They are wonderful people to work with and take the time to curate a financial plan that works best for their clients.

Raine S.

5/5

I had not worked with a financial advisor before and needed basic education that was easy to understand. Also, I had a 401k and Pension from my previous employer that needed to transfer to other institutions for better growth. George at Shepherd Financial has been immensely helpful and patient with my learning process. We have proven results with his investment decisions and I am very happy with the outcome. The entire staff has been professional and friendly. I feel fortunate that I found a great investment group. I now refer friends and family to Shephard Financial.

Karen R.

5/5

I switched from another financial advisory firm to Shepherd Financial about 2 years ago. Ryan Bell and George Heathcote took the time to understand my needs, and not only put together an excellent plan for me, but facilitate the transfer of my investments. We meet regularly to review how things are going and make adjustments, and Ryan is super good about explaining his recommendations and answering any questions I have. If you're looking for personalized and professional financial planning, you've come to the right place!

Thiede F.

5/5

My husband and I have used Ryan as our financial advisor for approximately 3+ years. He is very professional, and takes the time to build a relationship with you and your family, so he can better serve your financial needs. His attention to detail and communication is outstanding! We highly recommend Ryan and Shepherd Financial Advisors!

Kevin S.

5/5

My experience with Shepherd, financial has been outstanding Ryan Bell, and George Heathcote work with me to move my finances from a different financial advisory firm, and they were very professional and knowledgeable and very friendly. They understood my needs and took the time to explain the things that I had questions about I highly recommend Shepherd financial advisors.

DAVE K.

5/5

My wife and I have known George personally for about 10 years.
George and his team are an invaluable resource for our growing family. If anyone is wondering about their finances and future, you can trust George and his team. Recently he founded their firm, to better serve and have more options for his clients. As an independent business owner I greatly appreciate this, as you really do get the best products paired with all of his expertise. Professionally he is very prompt, organized, detailed, and you can tell he really cares about helping on any level. His knowledge is wise, tested and instinctual. Through the years I always enjoy talking with George and he naturally has a spirit of encouragement. We are grateful for all they do.