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 Appleton, WI area, Michael D Shepard 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.
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Michael D Shepard - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Michael D Shepard - Financial Advisor, Ameriprise Financial Services, LLC
What are the main services offered by Michael D Shepard - Financial Advisor, Ameriprise Financial Services, LLC?
The advisor specializes in Retirement Planning Strategies, Retirement Income Strategies, and Retirement Plan Distribution, along with investments, insurance, charitable giving, social security retirement benefits, and estate planning strategies.
Where is Michael D Shepard - Financial Advisor, Ameriprise Financial Services, LLC located?
The office is located at W6228 Communication Ct, Appleton, WI 54914, USA.
What are the business hours of Michael D Shepard - Financial Advisor, Ameriprise Financial Services, LLC?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Michael D Shepard - Financial Advisor, Ameriprise Financial Services, LLC?
You can call at +1 920-955-7283 or email at michael.d.shepard@ampf.com. You can also book appointments through their website contact page.
Does Michael D Shepard offer online appointments and onsite services?
Yes, they offer both online appointments and onsite services to accommodate client preferences.
Are there other financial advisors near Michael D Shepard's office in Appleton?
Yes, nearby financial advisors include Christopher Crotty, Troy Sommerfeld, Andrew Weyker, and the Sunset Adventures Wealth Advisors.
Which local services can I find near Michael D Shepard's office that may complement financial planning?
Nearby you can find Vira Wellness Initiative for mental health, Bollenbeck Law for legal services, and Hertz for car rentals, which may assist with comprehensive planning involving legal or travel needs.
Are there any nearby real estate agents near the Michael D Shepard office?
Several real estate agents are nearby, including Jacob Jennerjohn, Michelle Neshek-Grade, Heather Gossen, and Carolyn and Co. Real Estate, which could help clients interested in property investment.
How can visiting nearby places improve my experience at Michael D Shepard's office?
Clients may find it convenient to coordinate visits with nearby financial services or enjoy local amenities such as Appleton Carpet Cleaning for home services or Asten Johnson for professional event photography, enhancing their overall visit.
Where can I find more professional background information about Michael D Shepard?
More information is available on Michael D Shepard's LinkedIn page and the FINRA BrokerCheck website for verified professional details.