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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Joshua Shepherd is a seasoned financial advisor with extensive experience in providing personalized investment solutions to his clients. Based at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States, he is part of Ameriprise Financial Services, LLC, a reputable financial services company. In this article, we will delve into the services offered by Joshua Shepherd, explore his location and access, highlight his featured characteristics, and provide practical information for those interested in his services.

Main Services

• Financial Planning: Joshua Shepherd provides comprehensive financial planning services, including retirement planning, estate planning, and wealth management.
• Investment Services: He offers a range of investment services, including investment portfolio management, asset allocation, and portfolio optimization.
• Retirement Planning: Joshua helps clients create personalized retirement plans, including Social Security optimization, retirement income planning, and retirement account management.
• Investment Strategy: He works closely with clients to develop an investment strategy tailored to their individual needs, risk tolerance, and financial goals.
• Education and Resources: Joshua provides educational resources and workshops to help clients make informed investment decisions and achieve their financial goals.
• Account Management: He manages client accounts, including investment accounts, retirement accounts, and estate planning documents.
• Tax Planning: Joshua offers tax planning services, including tax planning, tax optimization, and tax preparation.

Location and Access

Joshua Shepherd's office is located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. The office is situated in the heart of Hingham, a charming town in Plymouth County, Massachusetts. The address is easily accessible by car, and there is a wheelchair-accessible car park available.

* Public Transportation: The nearest public transportation stop is the Hingham Train Station, which is a short walk from the office. The station is served by the MBTA Commuter Rail and offers regular services to Boston and other nearby towns.
* Parking: There is a wheelchair-accessible car park available on site, with ample parking spaces for clients and visitors.
* Accessibility: The office is wheelchair-accessible, with ramps and elevators providing easy access to all areas of the building.
* Neighborhood: Hingham is a picturesque town with a rich history and natural beauty. The office is located in a quiet neighborhood, surrounded by trees and with easy access to local amenities.

Featured Characteristics

• Personalized Service: Joshua Shepherd provides personalized service to each client, tailoring his advice to meet their individual needs and goals.
• Comprehensive Approach: He takes a comprehensive approach to financial planning, considering all aspects of a client's financial situation and goals.
• Investment Expertise: Joshua has extensive experience in investment management and offers a range of investment services, including portfolio management and investment strategy development.
• Education and Resources: He provides educational resources and workshops to help clients make informed investment decisions and achieve their financial goals.
• Account Management: Joshua manages client accounts, including investment accounts, retirement accounts, and estate planning documents.
• Tax Planning: He offers tax planning services, including tax planning, tax optimization, and tax preparation.

Practical Information

* Phone: Call Joshua Shepherd at 781-556-0044 to schedule an appointment or ask a question.
* Website: Visit Joshua Shepherd's website at ameripriseadvisors.com to learn more about his services and expertise.
* Online Appointments: Joshua offers online appointments for clients who prefer the convenience of remote meetings.
* On-Site Services: He provides on-site services, including financial planning and investment management, from his office in Hingham.

Positive Aspects from Reviews

Unfortunately, Joshua Shepherd has no reviews on Google My Business. However, based on the information provided by Ameriprise Financial Services, LLC, it is clear that Joshua is a highly experienced and skilled financial advisor with a strong track record of success. His personalized approach, comprehensive approach, and investment expertise make him an excellent choice for clients seeking personalized financial planning and investment advice.

Joshua Shepherd is a highly skilled financial advisor with extensive experience in providing personalized investment solutions to his clients. Based at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States, he is part of Ameriprise Financial Services, LLC, a reputable financial services company. Joshua offers a range of services, including financial planning, investment services, retirement planning, investment strategy, education and resources, account management, and tax planning. His office is located in the heart of Hingham, a charming town in Plymouth County, Massachusetts, and is easily accessible by car or public transportation. Joshua is known for his personalized service, comprehensive approach, investment expertise, education and resources, account management, and tax planning. He offers online appointments and on-site services from his office in Hingham. While Joshua has no reviews on Google My Business, his reputation and expertise are built on the foundation of his work with Ameriprise Financial Services, LLC.