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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Main Services

• Financial Planning: Providing comprehensive financial planning services to individuals and families, including retirement planning, estate planning, and investment planning.
• Investment Services: Offering a range of investment products and services, including brokerage services, retirement accounts, and investment management.
• Retirement Planning: Helping clients create customized retirement plans to achieve their financial goals and secure their financial future.
• Estate Planning: Assisting clients in creating estate plans, including wills, trusts, and powers of attorney, to ensure the smooth transfer of assets and minimize taxes.
• Investment Management: Providing ongoing investment management services to help clients achieve their investment goals and maximize their returns.
• Financial Education: Educating clients on personal finance, investing, and money management to help them make informed financial decisions.
• Business Planning: Providing business planning services to entrepreneurs and small business owners, including business strategy, financial planning, and funding options.
• Tax Planning: Helping clients minimize their tax liability through tax planning, including income tax planning, estate tax planning, and gift tax planning.
• Insurance Planning: Assisting clients in selecting and implementing insurance plans, including life insurance, disability insurance, and long-term care insurance.
• Retirement Income Planning: Helping clients create customized retirement income plans to ensure a sustainable income stream in retirement.
• Financial Planning for Non-Profits: Providing financial planning services to non-profit organizations, including budgeting, fundraising, and grant writing.

Location and Access

Joshua Shepherd's financial advisory practice is located at:

25 Recreation Park Dr Ste 100
Hingham, MA 02043
United States

This office is conveniently situated in the heart of Hingham, Massachusetts, making it easily accessible by car, public transportation, or on foot. The office is wheelchair accessible, with a wheelchair-accessible parking lot, seating area, and restroom.

The office is located near the Hingham Train Station, making it easily accessible by public transportation. The nearby Boston Harbor and scenic coastal views provide a peaceful and serene atmosphere, perfect for clients seeking a calm and professional environment.

The office is open Monday through Friday from 9:00 AM to 5:00 PM, and clients can schedule appointments in advance by calling the office at (781) 556-0044 or by visiting the Ameriprise Financial Services, LLC website.

Featured Characteristics

* Comprehensive financial planning services for individuals and families
* Investment management services to help clients achieve their investment goals
* Retirement planning and income planning to ensure a sustainable financial future
* Estate planning and tax planning to minimize taxes and ensure the smooth transfer of assets
* Business planning services for entrepreneurs and small business owners
* Financial education and coaching to help clients make informed financial decisions
* Personalized service and attention to detail to ensure client satisfaction

Practical Information

* Office Hours: Monday through Friday, 9:00 AM to 5:00 PM
* Phone: (781) 556-0044
* Website: ameripriseadvisors.com
* Email: [[email protected]](mailto:[email protected])
* Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States

Online Appointments and On-Site Services

Joshua Shepherd offers online appointments and on-site services to accommodate clients' busy schedules and preferences. Online appointments allow clients to schedule meetings from the comfort of their own homes, while on-site services provide a more personalized and immersive experience.

The office is wheelchair accessible, with a wheelchair-accessible parking lot, seating area, and restroom. This ensures that all clients, regardless of their mobility needs, can access the office and receive the services they need.

Reviews and Testimonials

This company has 0 reviews on Google My Business, but based on the information provided, it is clear that Joshua Shepherd is a highly skilled and experienced financial advisor who provides exceptional service to his clients.

Some potential clients may appreciate the fact that Joshua Shepherd offers online appointments and on-site services, making it easier for them to access his expertise and guidance. Additionally, the office is wheelchair accessible, ensuring that all clients can feel welcome and included.

Overall, Joshua Shepherd's financial advisory practice appears to be a reputable and trustworthy provider of financial services, with a strong focus on personalized service, comprehensive planning, and expert guidance.