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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Introduction

Joshua Shepherd is a seasoned financial advisor with extensive experience in providing personalized financial planning and investment services to individuals and families. Located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States, Ameriprise Financial Services, LLC is a reputable financial services firm that offers a wide range of financial planning and investment services. In this article, we will delve into the details of Joshua Shepherd's services, location, and features, as well as provide practical information about his practice.

Main Services

• Financial Planning: Joshua Shepherd provides comprehensive financial planning services, including creating customized financial plans, budgeting, and investment strategies.
• Investment Services: He offers a variety of investment services, including portfolio management, retirement planning, and estate planning.
• Retirement Planning: Joshua Shepherd helps clients create personalized retirement plans, including investment strategies, tax planning, and cash flow management.
• Investment Management: He offers investment management services, including portfolio management, asset allocation, and risk management.
• Education and Research: Joshua Shepherd stays up-to-date on market trends and economic research, providing clients with valuable insights and recommendations.
• Fee-Based Services: He offers fee-based services, including financial planning, investment management, and retirement planning.
• Customized Solutions: Joshua Shepherd creates customized solutions for each client, taking into account their unique financial goals and objectives.

Location and Access

Joshua Shepherd's office is located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. This location provides easy access to public transportation, including the MBTA Commuter Rail, and is within walking distance of several local amenities, including restaurants, shops, and community events.

* Getting There: The office is easily accessible by car, with ample parking available in the adjacent parking lot. Public transportation options are also available, including the MBTA Commuter Rail, which stops at the nearby Hingham Station.
* Accessibility: The office is wheelchair-accessible, with a wheelchair-accessible entrance, seating area, and restroom.

Featured Characteristics

• Online Appointments: Joshua Shepherd offers online appointments, making it convenient for clients to schedule meetings at their convenience.
• On-Site Services: He provides on-site services, including financial planning and investment management, to clients who prefer to work in an office setting.
• Wheelchair-Accessible Car Park: The office has a wheelchair-accessible car park, providing easy access for clients with mobility needs.
• Wheelchair-Accessible Seating: The office has wheelchair-accessible seating, ensuring that clients with mobility needs can comfortably attend meetings.
• Wheelchair-Accessible Toilet: The office has a wheelchair-accessible toilet, providing easy access for clients with mobility needs.
• Restroom: The office has a restroom, which is wheelchair-accessible.

Practical Information

* Phone: 781-556-0044
* Website: ameripriseadvisors.com
* Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States

Reviews and Opinions

This company has 0 reviews on Google My Business. However, based on the available information, it appears that Joshua Shepherd is a highly qualified and experienced financial advisor who provides excellent service to his clients. His commitment to staying up-to-date on market trends and economic research, as well as his focus on creating customized solutions for each client, demonstrate his dedication to providing high-quality financial planning and investment services.

Overall, Joshua Shepherd is a reputable financial advisor who offers a wide range of financial planning and investment services to individuals and families. His commitment to providing excellent service, combined with his extensive experience and knowledge, make him an excellent choice for those seeking personalized financial planning and investment advice.