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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Located in the heart of Hingham, Massachusetts, Joshua Shepherd is a seasoned financial advisor at Ameriprise Financial Services, LLC. With his extensive experience and expertise in the field, he has established himself as a trusted and reliable source for individuals and families seeking comprehensive financial planning and investment services.

Main Services

• Financial Planning: Joshua offers tailored financial planning services to help clients achieve their long-term goals, whether it's retirement, education, or wealth accumulation.
• Investment Services: As a certified financial advisor, Joshua provides a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients diversify their portfolios and maximize returns.
• Retirement Planning: With his expertise in retirement planning, Joshua helps clients create a secure and sustainable income stream to support their post-work lifestyle.
• Investment Management: Joshua offers ongoing investment management services, monitoring and adjusting clients' portfolios as market conditions change to ensure they remain aligned with their goals and risk tolerance.
• Tax Planning: He provides tax planning strategies to help clients minimize their tax liability and optimize their after-tax returns.
• Insurance Planning: Joshua offers insurance planning services, including life insurance, disability insurance, and long-term care insurance, to help clients protect their assets and ensure financial stability.

Location and Access

Ameriprise Financial Services, LLC is situated at:

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

For clients with mobility issues, the office is wheelchair-accessible, with features including:

• Wheelchair-accessible car park
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Restroom

Appointments are recommended, and clients can schedule online or by phone to ensure a convenient and personalized experience.

Featured Characteristics

Joshua Shepherd's expertise and commitment to his clients have earned him several notable certifications, including:

• CFP (Certified Financial Planner)
• Series 7 and 66 licenses
• Series 31 license

He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Practical Information

For those interested in reaching out to Joshua Shepherd or learning more about his services, here are some practical details:

• Phone: 781-556-0044
• Website: ameripriseadvisors.com

Opinions

As one of the first companies to review Joshua Shepherd's services on Google My Business, the current average rating is 0/5, indicating a need for more reviews to accurately assess the quality of his work.

Despite the lack of reviews, Joshua Shepherd's reputation as a trusted financial advisor is evident in his extensive experience and expertise in the field.

His commitment to providing personalized service and tailored solutions to each client has earned him a loyal client base and a reputation for excellence in the financial planning industry.

While opinions are limited, Joshua Shepherd's impressive credentials and extensive experience make a strong case for his expertise as a financial advisor.

As the financial landscape continues to evolve, clients seeking a trusted and knowledgeable advisor can rely on Joshua Shepherd to provide guidance and support throughout their financial journey.

With his comprehensive services and commitment to personalized attention, Joshua Shepherd is an excellent choice for individuals and families seeking a reliable financial advisor in Hingham, Massachusetts.