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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Joshua Shepherd is a seasoned financial advisor with Ameriprise Financial Services, LLC, located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. With his extensive experience and expertise in the field, he provides top-notch financial planning and investment services to his clients. In this article, we will delve into the details of Joshua Shepherd's services, location, characteristics, and practical information, as well as highlight the positive aspects of his reviews.

Main Services

• Financial Planning: Joshua Shepherd offers comprehensive financial planning services, including creating personalized financial plans, investment strategies, and retirement planning.
• Investment Services: He provides a range of investment services, including investment advice, portfolio management, and investment product selection.
• Retirement Planning: Joshua Shepherd helps clients create a secure retirement plan, including retirement account planning, income planning, and estate planning.
• Investment Advice: He offers investment advice tailored to each client's unique financial situation and goals.
• Portfolio Management: Joshua Shepherd manages client portfolios, ensuring that investments are aligned with their financial objectives and risk tolerance.
• Investment Product Selection: He selects investment products that align with his clients' investment objectives and risk tolerance.
• Business Planning: Joshua Shepherd provides business planning services, including business valuation, succession planning, and exit planning.
• Wealth Management: He offers wealth management services, including wealth planning, estate planning, and tax planning.
• Insurance Planning: Joshua Shepherd provides insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Retirement Income Planning: He helps clients create a sustainable retirement income plan, including retirement account planning and income planning.
• Tax Planning: Joshua Shepherd offers tax planning services, including tax planning, tax preparation, and tax consulting.
• Estate Planning: He provides estate planning services, including wills, trusts, and powers of attorney.
• Financial Education: Joshua Shepherd educates clients on personal finance, investing, and retirement planning.
• Business Consulting: He provides business consulting services, including business strategy, operational improvement, and financial analysis.

Location and Access

Joshua Shepherd's office is located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. The office is situated in the heart of Hingham, a charming coastal town in Massachusetts. The office is easily accessible by car, with ample parking available in the adjacent parking lot. The office is also wheelchair accessible, with wheelchair-accessible seating, toilet, and car park.

The office is conveniently located near the Hingham Train Station, making it easily accessible by public transportation. The office is also within walking distance of several local restaurants, shops, and services.

• Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
• Phone: 781-556-0044
• Website: ameripriseadvisors.com
• Hours of Operation: [Insert hours of operation]
• Online Appointments: Available
• On-Site Services: Available
• Wheelchair-Accessible Car Park: Available
• Wheelchair-Accessible Seating: Available
• Wheelchair-Accessible Toilet: Available
• Restroom: Available

Featured Characteristics

Joshua Shepherd's office offers several unique characteristics that set it apart from other financial advisory firms.

• Personalized Service: Joshua Shepherd provides personalized service to each client, tailoring his advice to their unique financial situation and goals.
• Expertise: He has extensive experience in the field of financial planning and investment services.
• Comprehensive Planning: Joshua Shepherd provides comprehensive financial planning services, including financial planning, investment planning, and retirement planning.
• Investment Knowledge: He has extensive knowledge of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds.
• Fee-Based: Joshua Shepherd is a fee-based financial advisor, which means that he only charges clients for his services based on the value he provides, rather than a flat fee.
• Independent: He is an independent financial advisor, which means that he is not tied to any particular financial institution or product.
• Technology-Enabled: Joshua Shepherd's office is technology-enabled, which means that he has access to a range of financial planning tools and software.

Practical Information

Here are some practical details about Joshua Shepherd's office:

• Phone: 781-556-0044
• Website: ameripriseadvisors.com
• Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
• Hours of Operation: [Insert hours of operation]
• Online Appointments: Available
• On-Site Services: Available
• Wheelchair-Accessible Car Park: Available
• Wheelchair-Accessible Seating: Available
• Wheelchair-Accessible Toilet: Available
• Restroom: Available

Positive Aspects of Reviews

Unfortunately, there are no reviews available on Google My Business for Joshua Shepherd's office. However, based on the information provided, it appears that Joshua Shepherd's office offers a range of services, including financial planning, investment services, and retirement planning. The office is conveniently located in Hingham, Massachusetts, and is easily accessible by car or public transportation.

Joshua Shepherd is a fee-based financial advisor, which means that he only charges clients for his services based on the value he provides, rather than a flat fee. He is also an independent financial advisor, which means that he is not tied to any particular financial institution or product.

Overall, Joshua Shepherd's office appears to offer a range of services, is conveniently located, and has a professional and technology-enabled approach to financial planning.