Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Live Oak, TX area, Eric Sheppard 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. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Eric Sheppard - Financial Advisor, Ameriprise Financial Services, LLC
1 Ikea-Rbfcu Pkwy, Live Oak, TX
78233, United States
Frequently Asked Questions About Eric Sheppard - Financial Advisor, Ameriprise Financial Services, LLC
Who is Eric Sheppard and what services does he provide?
Eric Sheppard is a Financial Advisor with Ameriprise Financial Services, LLC, serving clients in Live Oak, TX. He specializes in helping clients set and achieve financial goals, focusing on family finances, retirement plan distribution, and estate planning strategies.
Where is Eric Sheppard's financial advisory office located?
The office is located at 1 Ikea-Rbfcu Pkwy, Live Oak, TX 78233, United States.
How can I contact Eric Sheppard for financial advising services?
You can contact Eric Sheppard by phone at +1 512-873-2600 or by email at Eric.Sheppard@ampf.com. Additionally, appointments can be scheduled via his online contact page.
Does Eric Sheppard offer online appointments or on-site services?
Yes, Eric Sheppard offers both online appointments and on-site services to accommodate your preferences.
What should I know about Eric Sheppard's credentials?
More information about Eric Sheppard's professional background and credentials is available at FINRA's BrokerCheck website.
Which nearby financial advisors or institutions might complement services offered by Eric Sheppard?
Nearby financial advisors include Karen J Reinertson and Katya L Thompson-Cantu, both with Ameriprise Financial Services, as well as Deric Eldridge. RBFCU credit union is also nearby and may provide related financial services.
What nearby retail stores can I visit before or after meeting with Eric Sheppard?
Nearby retail stores include IKEA, Office Depot, Bath & Body Works, and the Goodwill Store and Donation Station, offering a range of shopping opportunities.
Are there dining options near Eric Sheppard’s office for clients to consider?
Yes, there are several dining options nearby including KPOT Korean BBQ & Hot Pot, Taqueria Allende, Houlihan's, Quatermain Pub, and Mr. Crabby’s Cajun Seafood and Bar.
Does Eric Sheppard have a presence on social media for updates and information?
Yes, Eric Sheppard’s firm has a Facebook page at https://www.facebook.com/Ameriprise/ and an Instagram handle @ameriprise for social media updates.
What categories of financial services does Eric Sheppard specialize in?
He specializes in financial planning, investment services, and financial consulting to help clients meet their financial goals.