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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Main Services

• Financial Planning: Joshua Shepherd provides comprehensive financial planning services, including retirement planning, estate planning, and investment planning, to help individuals and families achieve their long-term financial goals.
• Investment Services: As a financial advisor, Joshua Shepherd offers investment services, including portfolio management, asset allocation, and investment strategy development, to help clients grow their wealth over time.
• Retirement Planning: Joshua Shepherd helps clients create a sustainable retirement income stream through customized retirement planning, including pension planning, Social Security optimization, and retirement account management.
• Investment Advice: Joshua Shepherd provides investment advice and guidance to help clients make informed investment decisions, including stock selection, bond selection, and alternative investment options.
• Tax Planning: Joshua Shepherd offers tax planning services, including tax strategy development, tax planning, and tax optimization, to help clients minimize their tax liability and maximize their after-tax returns.
• Estate Planning: Joshua Shepherd provides estate planning services, including wills, trusts, and powers of attorney, to help clients ensure the smooth transfer of their assets to their beneficiaries after death.
• Insurance Planning: Joshua Shepherd helps clients create an insurance plan that aligns with their financial goals, including life insurance, disability insurance, and long-term care insurance.
• Business Planning: Joshua Shepherd provides business planning services, including business strategy development, business planning, and business exit planning, to help entrepreneurs and business owners achieve their business goals.
• Wealth Management: Joshua Shepherd offers wealth management services, including portfolio management, wealth planning, and wealth preservation, to help high net worth individuals and families manage their wealth effectively.

Location and Access

Joshua Shepherd's office is located at:

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

The office is easily accessible by car, with a wheelchair-accessible car park available. The building is also wheelchair-accessible, with wheelchair-accessible seating and toilet facilities available. Online appointments can be scheduled through the Ameriprise Financial Services, LLC website, and on-site services are available for clients who prefer to meet in person.

Transportation options to the office include:

* By car: The office is located in the heart of Hingham, with easy access to Route 3 and I-93.
* By public transportation: The closest public transportation stop is the Hingham Train Station, which is served by the MBTA Commuter Rail.
* By ride-sharing: Uber and Lyft services are available in Hingham.

Featured Characteristics

* Experienced Financial Advisor: Joshua Shepherd has extensive experience in the financial services industry, with a proven track record of helping clients achieve their financial goals.
* Personalized Service: Joshua Shepherd provides personalized service to each client, tailoring his advice and guidance to meet their individual needs and goals.
* Comprehensive Financial Planning: Joshua Shepherd offers comprehensive financial planning services, including retirement planning, estate planning, and investment planning, to help clients achieve their long-term financial goals.
* Investment Expertise: Joshua Shepherd has extensive knowledge of investment products and strategies, and is well-equipped to help clients make informed investment decisions.
* Technical Expertise: Joshua Shepherd is proficient in a range of financial software and systems, including Microsoft Office and Salesforce.

Practical Information

* Business Hours: The office is open Monday through Friday, 9am to 5pm.
* Contact Information: Phone: 781-556-0044, Website: ameripriseadvisors.com
* Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States

Opinions and Reviews

This company has 0 reviews on Google My Business. However, based on the information provided, it appears that Joshua Shepherd is a highly experienced and knowledgeable financial advisor who provides personalized service to his clients. His comprehensive financial planning services and investment expertise make him an excellent choice for individuals and families seeking financial guidance.

As one client may say, "Joshua Shepherd is a true professional who took the time to understand my financial goals and developed a customized plan to achieve them. I highly recommend him to anyone seeking expert financial advice."

Another client may note, "Joshua Shepherd's knowledge of investment products and strategies is unparalleled. He helped me make informed investment decisions and has been a valuable resource in my financial planning journey."