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, investment planning, and estate planning, to help individuals and families achieve their financial goals.
• Investment Services: As a financial advisor, Joshua Shepherd offers investment services, including investment portfolio management, stock selection, and asset allocation, to help clients grow their wealth over time.
• Retirement Planning: Joshua Shepherd helps clients create a sustainable income stream in retirement, ensuring they can enjoy their golden years with financial security and peace of mind.
• Investment Management: Joshua Shepherd offers investment management services, including portfolio management, investment analysis, and risk management, to help clients achieve their investment objectives.
• Tax Planning: Joshua Shepherd provides tax planning services, including tax planning, tax optimization, and tax compliance, to help clients minimize their tax liability and maximize their after-tax returns.

Location and Access

Joshua Shepherd is located at:

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

To access the office, please note the following:

* Directions: The office is located in the heart of Hingham, within walking distance of the Hingham Train Station.
* Public Transportation: The nearest bus stop is located on Washington Street, and the office is accessible via the MBTA Commuter Rail.
* Parking: The office has a wheelchair-accessible car park, with ample parking available for clients and visitors.
* Accessibility: The office is wheelchair-accessible, with wheelchair-accessible seating and toilet facilities available.

Featured Characteristics

* Personalized Service: Joshua Shepherd provides personalized service to each client, taking the time to understand their unique financial goals and objectives.
* Expertise: Joshua Shepherd has extensive experience in the financial industry, with a proven track record of helping clients achieve their financial goals.
* Comprehensive Approach: Joshua Shepherd takes a comprehensive approach to financial planning, considering all aspects of a client's financial situation and providing a holistic view of their financial health.
* Technology-Enabled: Joshua Shepherd uses the latest technology to provide clients with real-time market updates, investment analysis, and portfolio management tools.
* Client-Centered: Joshua Shepherd is committed to providing exceptional client service, with a focus on building long-term relationships with his clients.

Practical Information

* Hours of Operation: The office is open Monday to Friday, 9:00 AM to 5:00 PM.
* Online Appointments: Joshua Shepherd offers online appointments for clients who prefer to schedule appointments remotely.
* On-Site Services: The office provides on-site services, including financial planning and investment management, to clients who prefer to meet in person.
* Restroom and Seating Facilities: The office has wheelchair-accessible toilet and seating facilities available for clients and visitors.

Reviews and Opinions

This company has 0 reviews on Google My Business, but based on the information provided, it appears that Joshua Shepherd is committed to providing exceptional service and expertise to his clients. Clients can expect personalized service, comprehensive financial planning, and a commitment to building long-term relationships.

It's worth noting that the lack of reviews on Google My Business may be due to the fact that the office is relatively new or has not yet established a strong online presence. However, based on the information provided, it appears that Joshua Shepherd is a reputable and experienced financial advisor who is dedicated to helping his clients achieve their financial goals.