Edward Jones - Financial Advisor: Mike Sheppard, CEPA®|CRPC™ - Richfield, Ohio

Edward Jones - Financial Advisor: Mike Sheppard, CEPA®|CRPC™

Edward Jones is a distinguished financial services firm that offers personalized investment solutions to clients across the United States. The firm's Richfield, Ohio branch, led by experienced financial advisor Mike Sheppard, is committed to delivering exceptional financial guidance to help clients achieve their long-term goals. With certifications such as CEPA (Chartered Equity Portfolio Manager) and CRPC (Chartered Retirement Planning Counselor), Mike Sheppard brings a wealth of knowledge and expertise to his practice.

Location: The Richfield, Ohio branch is conveniently located at 4059 Kinross Lakes Pkwy Suite 1, Richfield, OH 44286. The office is wheelchair accessible, ensuring easy access for all clients. Parking and restroom facilities are also wheelchair accessible, making it easy for clients to visit the office for in-person consultations. Appointments are recommended for a personalized experience.

Specialties: At Edward Jones, Mike Sheppard specializes in financial consulting, finance brokerage, investment services, and stock brokerage. His expertise spans a wide range of financial areas, allowing him to tailor solutions to meet the unique needs of each client. By understanding clients' financial goals and risk tolerance, Mike Sheppard creates customized investment plans designed to help clients navigate the complexities of the financial markets.

Testimonials: Mike Sheppard has earned a stellar reputation among his clients for his dedication, expertise, and personalized approach. Many clients have praised his proactive nature and ability to adapt their financial plans to changing market conditions. One client noted that working with Mike Sheppard has been the best financial decision they have ever made, citing his trusted partnership and detailed planning as key factors in their success.

Accessibility: Edward Jones is committed to providing accessible services to all clients. The Richfield, Ohio branch offers wheelchair accessible entrance, parking, and restroom facilities, ensuring that clients with disabilities can easily access the office. The firm also offers virtual consultations and remote services, making it convenient for clients to receive guidance from the comfort of their own homes.

Contact Information: For more information or to schedule an appointment with Mike Sheppard, please visit edwardjones.com or call 06590502.

👍 Reviews of Edward Jones - Financial Advisor: Mike Sheppard, CEPA®|CRPC™

David K.

5/5

Mike has provided my family a game plan for a successful retirement. He is very detailed in his planning and is proactively looking for ways to improve my retirement plan. Mike is a trusted partner for me in all major financial decisions and the best financial decision I have made in my life is working with Mike Sheppard.

Douglas N.

5/5

Mike Sheppard is very sharp! He's very dedicated to his clients, and stays informed, and on top of his clients investments. He knows when to move your stock portfolio to bonds when a down turn in the stock market is about to happen. He knows the best IRA's to roll your current investments into to maximize your tax breaks. Mike stays on top of all the stable start up companies so that you can buy your stocks for cheap before the value of that stock increases. Mike knows of all the best, and most stable stocks that pay the higher dividends to maximize ones growth, and how to reinvest those dividends so that your portfolio grows much faster than if you just put your money in a mutual fund. Mike is constantly reviewing and learning about emerging markets, and over seas companies that are expected to grow. Mike is a straight up forward, and no B.S. kind of guy. Mike Sheppard comes highly recommended.

Andrew K.

5/5

Our business needed help and expertise in setting up retirement accounts for our employees, and that's when Michael Shepard stepped up to the plate, and answered all of our questions in a way that other financial advisors could not do. Michael is extremely personable and very easy to work with. If I could give more than five stars I certainly would.

Edward S.

5/5

Mike is a very knowledgeable Financial Advisor. Mike keeps me nformed of my account status and is always sharing ideas on how to improve. I also get quite a lot of insight from his newsletter delivered to my email. I highly recommend Mike Sheppard