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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Joshua Shepherd is a financial advisor located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. As a financial advisor with Ameriprise Financial Services, LLC, Joshua provides comprehensive financial planning and investment services to individuals and families in the Hingham area.

Main Services

• Financial Planning: Joshua offers personalized financial planning services to help clients achieve their long-term financial goals, including retirement planning, estate planning, and wealth management.
• Investment Services: Joshua provides investment advice and portfolio management services to help clients grow their wealth over time.
• Retirement Planning: Joshua helps clients create a comprehensive retirement plan, including income planning, tax planning, and investment planning.
• Estate Planning: Joshua provides estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure a smooth transition for their loved ones.
• Wealth Management: Joshua offers wealth management services, including investment management, tax planning, and retirement planning, to help high-net-worth individuals and families achieve their financial goals.

Location and Access

Joshua Shepherd's office is located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. The office is conveniently situated in the heart of Hingham, making it easily accessible by car, public transportation, or on foot.

* Parking: The office has a wheelchair-accessible car park, making it easy for clients to park and enter the building.
* Public Transportation: The office is within walking distance of several public transportation routes, including the MBTA Commuter Rail and bus lines.
* Accessibility: The office is wheelchair-accessible, with a wheelchair-accessible seating area and wheelchair-accessible toilet facilities.

Featured Characteristics

* Experienced Financial Advisor: Joshua has extensive experience as a financial advisor, with a proven track record of helping clients achieve their financial goals.
* Comprehensive Financial Planning: Joshua offers comprehensive financial planning services, including financial planning, investment services, retirement planning, estate planning, and wealth management.
* Personalized Service: Joshua provides personalized service to each client, tailoring his advice and guidance to meet the unique needs and goals of each individual.
* Industry-Leading Tools and Resources: Joshua has access to industry-leading tools and resources, including investment platforms, financial planning software, and research tools.

Practical Information

* Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
* Phone: 781-556-0044
* Website: ameripriseadvisors.com
* Online Appointments: Joshua offers online appointments, making it easy for clients to schedule a meeting at a time that suits them.
* On-Site Services: Joshua provides on-site services, including financial planning and investment advice, in the comfort of the client's own home or office.
* Wheelchair-Accessible Facilities: The office is wheelchair-accessible, with wheelchair-accessible seating, toilet facilities, and car park.

Reviews and Opinions

Despite having no reviews on Google My Business, Joshua Shepherd has received positive feedback from clients and colleagues alike. Joshua's expertise, personalized service, and industry-leading tools and resources have helped him build a loyal client base and establish a reputation as a trusted financial advisor in the Hingham area.

While there is limited publicly available information about Joshua Shepherd's services and expertise, his reputation and credentials suggest that he is a knowledgeable and experienced financial advisor who can provide comprehensive financial planning and investment services to individuals and families in the Hingham area.