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.
📌 Location of Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Shepherd, a prominent financial advisor, currently serves clients through Ameriprise Financial Services, LLC, located at 25 Recreation Park Drive, Suite 100, in the heart of Hingham, Massachusetts. With a strong commitment to helping clients achieve their financial goals, Shepherd offers a comprehensive range of services tailored to individual needs.
Main Services
- Financial Planning: Shepherd provides personalized financial plans, considering clients' unique circumstances, goals, and risk tolerance. This holistic approach encompasses retirement planning, investment strategies, tax planning, and estate planning.
- Investment Services: With a focus on long-term growth and preservation of wealth, Shepherd offers investment management services, including portfolio construction, ongoing management, and periodic reviews. He helps clients navigate complex investment landscapes, providing clear and actionable advice.
- Retirement Planning: Shepherd specializes in helping clients prepare for retirement, whether it's just around the corner or still many years away. He addresses key retirement planning aspects, such as determining retirement income needs, optimizing Social Security benefits, and managing retirement assets.
- College Savings Plans: For parents and grandparents looking to fund a child's education, Shepherd offers guidance on 529 college savings plans and other education savings options. He helps clients create and manage these plans to maximize potential growth and tax advantages.
- Insurance Planning: Shepherd assists clients in identifying and mitigating financial risks through appropriate insurance coverage. He reviews clients' existing insurance policies and helps fill gaps in their coverage, ensuring they have adequate protection.
- Estate Planning: Shepherd works closely with clients to develop effective estate plans, including wills, trusts, and beneficiary designations. He helps clients preserve their wealth and ensure a smooth transfer to their heirs, while minimizing estate taxes and probate costs.
Location and Access
Shepherd's office is situated in the picturesque town of Hingham, located in the South Shore region of Massachusetts. The office is easily accessible from major routes, including Route 3 and Route 139. Clients coming from Boston can reach the office in approximately 30 minutes via Route 3 South.
The office is located in the Hingham Professional Building, a modern, multi-story structure with ample parking available for clients. The building features a wheelchair-accessible entrance, restrooms, and elevator, ensuring accessibility for all clients.
Featured Characteristics
- Client-Centric Approach: Shepherd prioritizes building strong, lasting relationships with his clients. He takes the time to understand each client's unique financial situation, goals, and concerns, ensuring that his advice is personalized and relevant.
- Transparent Communication: Shepherd believes in maintaining open and transparent communication with his clients. He keeps them informed about market trends, investment strategies, and any changes that may affect their financial plans.
- Comprehensive Financial Planning: Unlike some financial advisors who focus solely on investments, Shepherd takes a comprehensive approach to financial planning. He considers all aspects of his clients' financial lives, ensuring that their plans are well-rounded and effective.
- Flexible Appointment Options: Shepherd offers both on-site and online appointments, providing clients with the convenience and flexibility to choose the option that best suits their needs. He also recommends scheduling appointments in advance to ensure availability.
Practical Information
- Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
- Phone:7815560044
- Website:ameripriseadvisors.com
- Business Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST)
- Wheelchair Accessibility: Yes, the office is wheelchair accessible, with a designated parking spot, accessible entrance, restrooms, and elevator.
Client Reviews and Testimonials
As of now, Joshua Shepherd and Ameriprise Financial Services, LLC have no reviews or ratings on Google My Business. However, clients can expect a high level of professionalism, personalized service, and expert financial guidance from Shepherd and his team. Positive aspects that clients might appreciate include:
- Shepherd's comprehensive and personalized approach to financial planning
- His commitment to open and transparent communication
- The convenience of on-site and online appointment options
- The office's wheelchair accessibility and convenient location
While there are no current client reviews, potential clients can expect a positive and valuable experience working with Joshua Shepherd and Ameriprise Financial Services, LLC. To learn more about Shepherd's financial services or to schedule a consultation, visit his website or contact his office directly.