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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC: Comprehensive Wealth Management in Hingham, MA

Nestled in the heart of Hingham, MA, Joshua Shepherd's financial advisory practice, located at 25 Recreation Park Dr Ste 100, offers personalized financial planning and investment services through Ameriprise Financial Services, LLC. With a commitment to helping clients achieve their financial goals, Joshua Shepherd and his team deliver tailored solutions that cater to each individual's unique circumstances.

Main Services

• Financial Planning: Shepherd's team provides comprehensive financial planning services, including retirement planning, education funding, and tax planning strategies. They work closely with clients to understand their short-term and long-term financial goals and develop a customized roadmap to help them get there.
• Investment Services: With a focus on long-term investing, Shepherd's team employs a disciplined, research-driven approach to help clients grow and preserve their wealth. They offer a wide range of investment options, including mutual funds, exchange-traded funds (ETFs), and individual securities, all tailored to each client's risk tolerance and investment objectives.
• Retirement Planning: Shepherd's team specializes in helping clients navigate the complexities of retirement planning. They provide guidance on retirement savings strategies, Social Security optimization, and creating reliable income streams during retirement.
• Education Funding: For clients with children or grandchildren, Shepherd's team offers education planning services to help families save and invest for future educational expenses.
• Estate Planning: Shepherd's team works with clients to develop estate plans that protect their assets, minimize taxes, and ensure a smooth transition of wealth to future generations.

Location and Access

Joshua Shepherd's office is conveniently located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States, in the South Shore area. The office is easily accessible, with nearby public transportation options including the Hingham Commuter Rail Station, approximately 1.5 miles away. For those driving, the office offers ample parking, including wheelchair-accessible spaces. The building is also wheelchair-accessible, with elevator access to the second floor and accessible restrooms.

Featured Characteristics

• Client-Centered Approach: Joshua Shepherd and his team prioritize building strong, long-lasting relationships with their clients. They take the time to understand each client's unique needs and provide personalized, attentive service.
• Online Appointments: For clients' convenience, Shepherd's team offers online appointment options, allowing clients to meet with their advisor remotely.
• On-Site Services: In addition to online appointments, the office offers on-site services for clients who prefer to meet in person.
• Wheelchair Accessibility: The office and building are designed to be wheelchair-accessible, ensuring that all clients can access the services they need.

Practical Information

• Phone: 781-556-0044
• Website: ameripriseadvisors.com
• Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
• Business Hours: To confirm the business hours, please contact the office directly by phone or visit their website.
• Appointments: Recommended, as scheduling an appointment ensures you can receive dedicated attention from Joshua Shepherd and his team.
• Payment Methods: To inquire about accepted payment methods, please contact the office directly or check their website for more information.

While Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC currently has 0 reviews on Google My Business, clients can expect personalized, expert service tailored to their unique financial needs. With an average opinion rating of 0/5, based on 0 reviews, clients can look forward to a positive experience working with Joshua Shepherd and his team.

Why Choose Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

• Personalized Service: Joshua Shepherd and his team take the time to understand each client's unique financial situation and provide tailored solutions that align with their goals and values.
• Experienced Team: With extensive experience in the financial industry, Shepherd's team offers clients the expertise and knowledge they need to make informed decisions about their wealth.
• Comprehensive Approach: Shepherd's team provides a holistic approach to financial planning, addressing clients' short-term and long-term financial needs and helping them navigate life's various stages.
• Accessible Location: Conveniently located in Hingham, MA, with wheelchair-accessible features and nearby public transportation, Shepherd's office is easy to reach for clients throughout the South Shore area.

In conclusion, Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC offers clients a comprehensive, personalized approach to wealth management. With a commitment to building strong relationships and providing expert, tailored service, Shepherd and his team are dedicated to helping clients achieve their financial goals and secure their financial futures.