Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Mike Sheppard, CEPA®|CRPC™
4059 Kinross Lakes Pkwy, Richfield, OH
44286, United States
Hours
Reviews
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- DKDavid KingApr 29, 20225.0Mike 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.
- AKAndrew KraigApr 29, 20225.0Our 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.
- DNDouglas NiemeyerSep 24, 20195.0Mike 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.
- ESEdward SullivanJun 8, 20195.0Mike 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
Frequently Asked Questions About Edward Jones - Financial Advisor: Mike Sheppard, CEPA®|CRPC™
What are the regular business hours of Edward Jones - Financial Advisor: Mike Sheppard?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on weekends except by appointment on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Mike Sheppard located?
It is located at 4059 Kinross Lakes Pkwy, Suite 1, Richfield, OH 44286, USA.
How can I contact Mike Sheppard for financial advisory services?
You can contact Mike Sheppard via email at mike.sheppard@edwardjones.com or by phone at +1 440-230-9153.
What types of financial services does Mike Sheppard provide?
Services include retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and personalized financial advising.
Is it possible to book an appointment online with Mike Sheppard?
Yes, you can make a reservation or contact Mike Sheppard through the online contact form available at https://www.edwardjones.com/us-en/financial-advisor/mike-sheppard/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they provide a retirement savings calculator which you can access at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there other financial advisors nearby?
Yes, another Edward Jones Financial Advisor, Matt Mog, is located nearby, as well as Charles Schwab & Co., Inc., and Schwab Retirement Plan Services, which can provide additional financial planning resources.
What types of insurance companies are near Edward Jones - Financial Advisor: Mike Sheppard?
Nearby insurance agencies include Atena Insurance Company, Aetna, American Highways Insurance Agency, Liberty Mutual Insurance, Vanliner Insurance Company, National Interstate Insurance Company, and Nationwide Mutual Insurance Company, offering a variety of insurance products.
What dining options are available near Edward Jones - Financial Advisor: Mike Sheppard?
Customers can visit Nat Int Cafe11200714, a local cafe and fast food restaurant near the office for meals or refreshments before or after their financial consultation.
How can I reach Edward Jones - Financial Advisor: Mike Sheppard using local transportation or ride services?
While specific transit details aren't listed, customers can use Uber as an option to get to the office using the Uber link provided with the business profile.