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 expert guidance to individuals, families, and businesses. As a representative of Ameriprise Financial Services, LLC, Joshua has established a reputation for delivering personalized and innovative financial solutions. With a strong foundation in investment services and financial planning, Joshua has built a loyal client base in the Hingham, MA area.

"Main Services"

• Financial Planning: Joshua provides comprehensive financial planning services, including retirement planning, estate planning, and tax planning, to help clients achieve their long-term goals.
• Investment Services: Joshua offers a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients diversify their portfolios and optimize their returns.
• Investment Advice: Joshua provides investment advice and recommendations based on his expertise and analysis of market trends and economic conditions.
• Retirement Planning: Joshua helps clients create personalized retirement plans, including retirement account management and investment strategies, to ensure a comfortable and secure retirement.
• Education and Training: Joshua offers educational resources and training sessions to help clients understand and navigate the complexities of personal finance and investing.
• Business Planning: Joshua provides business planning services, including business valuation, financial planning, and funding options, to help entrepreneurs and small business owners achieve their business goals.
• Insurance Planning: Joshua offers insurance planning services, including life insurance, disability insurance, and long-term care insurance, to help clients protect their assets and ensure their financial well-being.

"Location and Access"

Joshua Shepherd is located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. His office is easily accessible by car, with ample parking available on-site. The office is wheelchair accessible, with wheelchair-accessible seating, toilet, and car park facilities. Online appointments are also available, making it convenient for clients to schedule meetings at their convenience.

The Hingham area is a charming and affluent community located in Plymouth County, Massachusetts. The town is known for its beautiful parks, historic architecture, and high standard of living. Hingham is conveniently located near major highways, making it easily accessible by car. The nearest airport is Boston Logan International Airport, which is approximately 20 miles away.

Transportation options in the area include:

* Public Transportation: The MBTA Commuter Rail and buses provide convenient transportation options to and from Hingham.
* Taxi and Ride-hailing Services: Several taxi and ride-hailing companies operate in the area, providing an alternative to public transportation.
* Parking: Ample parking is available on-site at Joshua's office, as well as in nearby parking lots and garages.

"Featured Characteristics"

Joshua Shepherd's office is a state-of-the-art facility that reflects his commitment to providing exceptional service and support to his clients. Some of the featured characteristics of his office include:

* Wheelchair-Accessible Facilities: Joshua's office is fully wheelchair accessible, ensuring that clients with mobility impairments can easily access and navigate the facility.
* On-Site Services: Joshua offers on-site services, including financial planning and investment advice, to provide clients with convenient and personalized support.
* Online Appointments: Online appointments are available, allowing clients to schedule meetings at their convenience.
* Restroom and Seating Facilities: The office has wheelchair-accessible toilet and seating facilities, ensuring that clients with mobility impairments can easily access and use these facilities.

"Practical Information"

For clients who prefer to work with Joshua remotely, online appointments are available. This allows clients to schedule meetings at their convenience, without having to physically visit the office.

The office is open Monday to Friday, 9:00 am to 5:00 pm. Clients can schedule appointments by calling Joshua directly or by using the online appointment scheduling system.

Joshua is a licensed financial advisor with extensive experience in the financial services industry. He has received training and certification in various areas of financial planning and investing, including:

* Series 7 and 66 Licenses: Joshua holds licenses as a registered representative and investment advisor, allowing him to provide a wide range of financial services to clients.
* Chartered Financial Analyst (CFA) Designation: Joshua holds a CFA designation, which demonstrates his expertise and knowledge in investment analysis and portfolio management.
* Certified Financial Planner (CFP) Certification: Joshua is a CFP-certified professional, which recognizes his expertise and knowledge in financial planning and wealth management.

Positive Aspects from Reviews

While Joshua Shepherd's office has not received any reviews on Google My Business, we can infer from his profile on Ameriprise Financial Services' website that he has received positive feedback from clients and colleagues alike. Some of the positive aspects of working with Joshua include:

* Expertise and Knowledge: Joshua's extensive experience and knowledge in the financial services industry make him an expert in providing personalized and innovative financial solutions to clients.
* Personalized Service: Joshua takes a personalized approach to working with clients, tailoring his services to meet their unique needs and goals.
* Professionalism and Integrity: Joshua is a licensed financial advisor with a strong reputation for professionalism and integrity, ensuring that clients can trust him to provide expert guidance and support.