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

Joshua Shepherd – Your Trusted Financial Advisor at Ameriprise

For individuals and families seeking comprehensive financial planning and investment services, Joshua Shepherd, a dedicated Financial Advisor with Ameriprise Financial Services, LLC, offers personalized guidance and support. Located in Hingham, Massachusetts, Mr. Shepherd is committed to helping clients achieve their long-term financial goals through tailored strategies and a deep understanding of the complexities of the financial landscape.

Location and Contact Information: Joshua Shepherd’s office is strategically situated at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. Clients can easily reach him by phone at 781-556-0044. His website, ameripriseadvisors.com, provides valuable resources and insights into his approach to financial management.

Specialties and Services: Mr. Shepherd specializes in a broad range of financial planning services, including retirement planning, college savings, estate planning, and investment management. He works closely with clients to assess their individual circumstances, understand their risk tolerance, and develop strategies aligned with their specific objectives. His expertise extends to:

• Investment Management: Constructing and managing diversified investment portfolios to meet client needs.
• Retirement Planning: Developing comprehensive retirement plans, considering factors such as income needs, tax implications, and desired lifestyle.
• Education Planning: Assisting families in saving for college through various strategies like 529 plans and other investment vehicles.
• Estate Planning: Collaborating with legal professionals to ensure clients’ assets are protected and distributed according to their wishes.
• Financial Goal Setting: Helping clients define and prioritize their financial goals, providing a roadmap for achieving them.

Accessibility and Client Experience: Joshua Shepherd understands the importance of convenience and accessibility for his clients. His office is equipped with features to accommodate individuals with disabilities, including a wheelchair-accessible car park, wheelchair-accessible seating, and a wheelchair-accessible toilet. He also offers online appointments for added flexibility. Appointments are highly recommended to ensure dedicated time for personalized consultation and strategic planning. Furthermore, on-site services are available to cater to clients' needs.

Current Reputation: Currently, Joshua Shepherd’s company has 0 reviews on Google My Business, reflecting a nascent stage in establishing a strong online presence. Consequently, the average opinion is 0/5. While this limited feedback suggests an opportunity for growth in client testimonials, Mr. Shepherd’s commitment to client satisfaction remains unwavering.

Why Choose Joshua Shepherd Mr. Shepherd distinguishes himself through his dedication to building long-term relationships with his clients. He prioritizes open communication, transparency, and a client-centric approach. He believes in empowering clients with the knowledge and tools they need to make informed financial decisions. His experience within Ameriprise Financial Services, LLC, provides access to a wide range of resources and expertise, allowing him to offer comprehensive and innovative solutions. He continuously adapts his strategies to reflect changes in the market and evolving client needs. Mr. Shepherd’s commitment to ongoing education ensures he remains at the forefront of financial advice trends and best practices.

Key Benefits of Working with a Financial Advisor:

• Personalized Strategies: Tailored plans designed to meet your unique financial situation and goals.
• Expert Guidance: Access to a seasoned professional with extensive knowledge of the financial markets.
• Time Savings: Delegating the complexities of financial management to a trusted advisor.
• Objective Perspective: Benefiting from an unbiased assessment of your financial situation.
• Peace of Mind: Knowing that your financial future is being actively managed and protected.

Looking Ahead: Joshua Shepherd is focused on expanding his client base and enhancing his services to better serve the evolving needs of the community. He is committed to providing exceptional financial advice and building lasting relationships based on trust and mutual respect. He actively seeks to understand his clients' aspirations and translate those aspirations into actionable financial strategies. His dedication to continuous improvement ensures that clients receive the highest level of service and support.

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"summary": "Joshua Shepherd, a Financial Advisor at Ameriprise Financial Services, offers personalized financial planning and investment services in Hingham, MA, aiming to help clients achieve their long-term financial goals with a commitment to accessibility and client-centric strategies.",
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