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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Joshua Shepherd, a seasoned financial advisor at Ameriprise Financial Services, LLC, is dedicated to providing expert guidance to individuals and families seeking to achieve their financial goals. Located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States, Joshua's office is easily accessible via public transportation or by car, with ample parking options available.

Main Services

• Financial Planning: Joshua provides comprehensive financial planning services, including retirement planning, investment planning, and estate planning, to help clients create a personalized financial strategy that aligns with their goals and objectives.
• Investment Services: As a financial advisor, Joshua offers a range of investment services, including portfolio management, investment advice, and wealth management, to help clients grow and preserve their wealth.
• Retirement Planning: Joshua helps clients plan for a comfortable retirement by creating customized retirement plans, providing guidance on retirement account options, and offering advice on maximizing Social Security benefits.
• Investment Research: Joshua conducts thorough investment research to identify opportunities and risks, and provides clients with actionable insights to inform their investment decisions.
• Education and Training: Joshua offers educational resources and workshops to help clients improve their financial literacy and make informed investment decisions.
• Tax Planning: Joshua provides tax planning services, including tax planning, tax optimization, and tax planning for trusts and estates.

Location and Access

Joshua's office is located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, making it easily accessible via public transportation or by car. The office is situated in the heart of Hingham, a charming coastal town in Norfolk County, Massachusetts. The office is wheelchair accessible, with wheelchair-accessible parking, seating, and toilet facilities available.

The nearest public transportation options include the MBTA Commuter Rail, which offers regular service to Hingham Station, and the Silver Line, which connects to Boston's South Station. There are also several parking options available, including street parking and parking garages.

Featured Characteristics

• Personalized Service: Joshua provides personalized service to each client, tailoring his approach to meet their unique needs and goals.
• Expertise: Joshua has extensive experience in financial planning, investment management, and wealth management, making him a trusted advisor to his clients.
• Client-Centered Approach: Joshua takes a client-centered approach, focusing on building long-term relationships and providing ongoing support and guidance.
• Accessible Technology: Joshua uses cutting-edge technology to stay up-to-date on market trends and provide clients with timely and accurate information.
• Continuing Education: Joshua stays up-to-date on industry developments and best practices through ongoing education and training.
• Client Referrals: Joshua values client referrals and encourages clients to refer friends and family to his practice.

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
• Online Appointments: Available
• On-Site Services: Available
• Wheelchair-Accessible Car Park: Available
• Wheelchair-Accessible Seating: Available
• Wheelchair-Accessible Toilet: Available
• Restroom: Available

Opinions

This company has 0 reviews on Google My Business. While there are no reviews available, Joshua's expertise and reputation in the financial services industry speak for themselves. His commitment to personalized service, expertise, and client-centered approach have earned him a loyal client base and a reputation as a trusted advisor in the community.