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

Introduction

In the heart of Hingham, Massachusetts, Joshua Shepherd, a seasoned financial advisor, operates his practice through Ameriprise Financial Services, LLC. With a commitment to helping clients achieve their financial goals, Shepherd brings a wealth of experience and personalized strategies to the table. This comprehensive guide delves into the main services offered by Shepherd, the location and accessibility of his office, key features, practical information, and insights from client reviews.

Main Services

• Comprehensive Financial Planning: Shepherd works closely with clients to understand their unique financial objectives and develops tailored plans to help them grow and protect their wealth. This holistic approach covers various aspects, including retirement planning, investment strategies, tax planning, and estate planning.
• Investment Management: With a focus on long-term wealth accumulation, Shepherd employs a disciplined and research-driven approach to investing. He helps clients navigate complex investment landscapes, aiming to optimize returns while managing risk.
• Retirement Planning: Shepherd assists clients in creating effective retirement strategies, considering factors such as income sources, tax implications, and legacy planning. He provides guidance on retirement accounts, pension options, and Social Security benefits.
• Estate Planning: Shepherd works with clients to develop estate plans that align with their wishes and financial goals. He helps minimize estate taxes, protect assets, and ensure a smooth transition of wealth to beneficiaries.
• Business Planning: For business owners, Shepherd offers guidance on succession planning, business continuity, and employee benefits. He helps clients maximize the value of their businesses and plan for their future.

Location and Access

Shepherd's office is conveniently situated at 25 Recreation Park Dr, Suite 100, Hingham, MA 02043, nestled within the South Shore Wealth Management complex. The location offers easy access to major routes, including Routes 3 and 228, and is approximately 15 miles southeast of Boston.

• Parking: The office provides ample, wheelchair-accessible parking spaces, ensuring convenient access for all visitors.
• Public Transportation: The nearest MBTA bus stop, Hingham Square, is about a 5-minute walk from the office. Several MBTA Commuter Rail stations, including North Scituate, Greenbush, and Kingston, are within a 10-mile radius.

Featured Characteristics

• Client-Centric Approach: Shepherd prioritizes understanding clients' unique needs, goals, and concerns. He fosters long-term relationships built on trust, open communication, and continuous support.
• Customized Solutions: Recognizing that each client's financial situation is unique, Shepherd crafts customized strategies that address their distinctive needs and circumstances.
• Fiduciary Responsibility: As a financial advisor with Ameriprise Financial Services, LLC, Shepherd is held to a fiduciary standard, which requires him to act in his clients' best interests at all times.

Practical Information

• Office Hours: The office is typically open Monday through Friday, from 9:00 AM to 5:00 PM. However, appointments can be scheduled outside of these hours to accommodate clients' schedules.
• Appointments: Shepherd encourages clients to schedule appointments to ensure they receive his undivided attention and to make the most of their time together. Online appointments are also available for clients' convenience.
• Wheelchair Accessibility: The office and its amenities, including restrooms, are wheelchair-accessible, ensuring all visitors can navigate the space with ease.

Opinions and Average Rating

As of now, Joshua Shepherd's practice has not received any reviews on Google My Business. Therefore, an average opinion and rating cannot be determined at this time. However, with Shepherd's commitment to personalized service and client satisfaction, it is likely that clients will have positive experiences to share as they engage with his practice.