Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Hingham, MA area, Joshua Shepherd will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Joshua Shepherd offer as a financial advisor?
Joshua Shepherd specializes in retirement income strategies, wealth preservation, intergenerational and estate planning, investment management, cash flow management, and insurance.
Where is Joshua Shepherd's financial advisory office located?
The office is located at 25 Recreation Park Dr, Ste 100, Hingham, MA 02043, USA.
How can I contact Joshua Shepherd for a financial consultation?
You can contact Joshua Shepherd by phone at +1 781-556-0044 or email at Joshua.Shepherd@ampf.com.
Does Joshua Shepherd offer online appointments?
Yes, Joshua Shepherd offers online appointments as well as onsite services.
Is Joshua Shepherd affiliated with any professional organizations?
Joshua Shepherd is a member of the AAMS (Accredited Asset Management Specialist) association.
Where can I find more information about Joshua Shepherd's credentials?
More information is available on FINRA’s BrokerCheck website at http://brokercheck.finra.org/
What other financial advisory services are near Joshua Shepherd's office?
Nearby financial advisory services include Bridge McSurely, Crowpoint Partners, and Donald D Dalton among others in the Ameriprise Financial Services network.
Are there wellness or medical services near Joshua Shepherd's office?
Yes, Concierge Medicine of the South Shore is nearby providing professional medical services, which can be convenient for clients managing health and wealth.
What family-friendly activities are near the financial advisor's location?
Clients can visit Kids World, a fun amusement park nearby, perfect for family outings before or after financial planning appointments.
What options for physical activity are available near Joshua Shepherd's office?
Kick It USA, a gym and sports venue, is located nearby for clients interested in fitness and recreation.