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

Joshua Shepherd: Financial Expertise at Ameriprise Financial Services, LLC

When it comes to managing your financial future, it's crucial to have a trusted and experienced financial advisor by your side. Joshua Shepherd, a dedicated financial advisor at Ameriprise Financial Services, LLC, offers personalized and comprehensive financial planning services to clients in the Hingham, MA, area and beyond. With a commitment to understanding each client's unique financial goals and needs, Shepherd provides tailored solutions to help secure a sound financial future.

Main Services

• Financial Planning: Shepherd's primary focus is on creating comprehensive financial plans that address clients' short-term and long-term goals. This holistic approach considers investments, insurance, tax strategies, retirement planning, and estate planning to help clients achieve their financial objectives.
• Investment Services: With a keen understanding of the markets and various investment vehicles, Shepherd helps clients build and manage investment portfolios that align with their risk tolerance, time horizon, and financial goals. He monitors these portfolios regularly and makes adjustments as needed to help clients stay on track.
• Retirement Planning: Shepherd works closely with clients to develop and implement retirement plans tailored to their desired lifestyle in retirement. He helps clients determine the appropriate savings and withdrawal strategies to ensure a comfortable retirement.
• Estate Planning: An effective estate plan helps protect your assets and ensures they are distributed according to your wishes after your passing. Shepherd guides clients through the estate planning process, including wills, trusts, and beneficiary designations, to help them preserve their wealth for future generations.
• Insurance Planning: Shepherd helps clients assess their insurance needs and selects appropriate coverage to protect against potential financial losses. He reviews clients' existing insurance policies and makes recommendations to ensure they have adequate protection for their assets and loved ones.

Location and Access

Joshua Shepherd's office is conveniently located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. This location offers easy access to clients commuting from nearby areas such as Hull, Cohasset, Norwell, and Scituate.

For those traveling by car, the office is easily accessible from routes 3 and 228. There is ample parking available on-site, including designated spaces for wheelchair-accessible vehicles. The building and Shepherd's office are wheelchair-accessible, with elevators and accessible restrooms.

Clients who prefer to meet virtually can take advantage of Shepherd's online appointment options. These appointments can be scheduled through his website or by contacting his office directly.

Featured Characteristics

• Personalized Approach: Shepherd takes the time to understand each client's unique financial situation, goals, and concerns. By building strong, lasting relationships with his clients, he can provide tailored advice and support that evolves with their changing needs.
• Expertise and Experience: With his extensive knowledge of financial planning and investment strategies, Shepherd is well-equipped to help clients navigate complex financial decisions. His experience working with a diverse range of clients enables him to develop effective solutions for each individual's unique circumstances.
• Client-Centric Philosophy: Shepherd and his team at Ameriprise Financial Services, LLC, are committed to providing exceptional client service. They prioritize open communication, proactive guidance, and regular portfolio reviews to ensure clients remain informed and on track to achieve their financial goals.

Practical Information

• Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
• Phone: 781-556-0044
• Website: ameripriseadvisors.com
• Hours of Operation: Monday - Friday, 9:00 AM - 5:00 PM (EST)
• Appointments: Recommended, both in-person and virtual options available

Client Reviews and Testimonials

As of now, there are no reviews for Joshua Shepherd or Ameriprise Financial Services, LLC, on Google My Business. However, Shepherd's commitment to client satisfaction and personalized service speaks to the positive experiences clients are likely to have when working with him. As more clients share their experiences, we can expect to see glowing reviews highlighting Shepherd's expertise, professionalism, and dedication to helping clients achieve their financial goals.

To get a better sense of Shepherd's approach and the value he brings to his clients, consider reaching out to his office to schedule a consultation. During this initial meeting, you can discuss your financial goals and learn more about how Shepherd can help you create a roadmap to a secure financial future.