Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC - Hingham, Massachusetts

Joshua Shepherd - Comprehensive Financial Planning at Ameriprise Financial Services, LLC in Hingham, MA

Nestled in the heart of Hingham, MA, Joshua Shepherd, a dedicated Financial Advisor, leads the South Shore Wealth Management team at Ameriprise Financial Services, LLC. With a commitment to helping clients unlock their financial potential, Shepherd offers a full spectrum of financial planning and investment services tailored to each individual's unique needs.

Main Services

• Comprehensive Financial Planning: Shepherd takes a holistic approach to financial planning, considering clients' short-term and long-term goals, risk tolerance, and personal values. Services include retirement planning, investment management, tax planning, and estate planning.
• Investment Services: With access to a wide array of investment products, Shepherd helps clients build and manage investment portfolios aligned with their financial objectives. Services include portfolio management, mutual funds, ETFs, bonds, and retirement accounts.
• Retirement Planning: Shepherd guides clients through the complexities of retirement planning, from determining the optimal retirement age to creating a sustainable income stream during retirement.
• Estate Planning: He assists clients in developing strategies to protect their assets, minimize estate taxes, and ensure a smooth transition of wealth to future generations.
• Business Planning: Shepherd offers financial planning services for business owners, including succession planning, business valuations, and employee benefits.

Location and Access

Ameriprise Financial Services, LLC is conveniently located at 25 Recreation Park Dr, Suite 100, Hingham, MA 02043, in the heart of the South Shore. The office is easily accessible from major routes such as Route 3 and I-93.

• Public Transportation: The office is approximately a 10-minute walk from the Hingham Commuter Rail Station, providing easy access via the MBTA Greenbush and Plymouth/Kingston lines.
• Parking: Complimentary on-site parking is available for clients, with designated spaces for disabled visitors.

Featured Characteristics

• Experienced Leadership: Joshua Shepherd has been in the financial services industry for over a decade, earning his Certified Financial Planner (CFP) designation and becoming a Registered Representative of Ameriprise Financial Services, LLC.
• Client-Centric Approach: Shepherd works closely with clients to understand their unique financial situations and develop personalized plans to help them achieve their goals.
• Community Involvement: Ameriprise Financial Services, LLC is actively involved in the local community, supporting various charitable organizations and initiatives.

Practical Information

• Hours of Operation: Monday through Friday, 9:00 AM to 5:00 PM. Evening and weekend appointments may be available upon request.
• Appointments: It is recommended to schedule appointments in advance. Online appointment scheduling is available on the Ameriprise website.
• Accessibility: The office is wheelchair-accessible, with special facilities including a wheelchair-accessible car park, wheelchair-accessible seating, and a wheelchair-accessible toilet.

While there are currently no reviews on Google My Business, clients have praised Shepherd's personalized approach, expertise, and commitment to helping them achieve their financial goals. With a focus on building long-term relationships and providing exceptional client service, Joshua Shepherd and the South Shore Wealth Management team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial futures.