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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Joshua Shepherd is a dedicated financial advisor working at Ameriprise Financial Services, LLC, located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. As a trusted professional in the financial industry, Joshua provides expert guidance and support to individuals and families seeking to achieve their financial goals.

Main Services

• Financial planning: Joshua offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning, to help clients make informed decisions about their financial futures.
• Investment services: With a focus on investment strategies, Joshua helps clients create personalized investment plans tailored to their unique needs and goals.
• Portfolio management: Joshua monitors and adjusts clients' investment portfolios to ensure they remain aligned with their financial objectives and risk tolerance.
• Retirement planning: Joshua assists clients in creating sustainable retirement income streams and developing strategies to make the most of their retirement savings.
• Estate planning: Joshua provides expert guidance on estate planning, including wills, trusts, and beneficiary designations, to help clients protect their assets and ensure their wishes are carried out.
• Tax planning: Joshua helps clients navigate complex tax laws and regulations to minimize their tax liability and maximize their after-tax returns.

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 public transportation, including buses and trains, and is within walking distance of local amenities, such as restaurants, shops, and community facilities.

* Getting There: The office is accessible via car, with ample parking available in the nearby parking lot. Public transportation options, including bus routes 450 and 455, stop nearby, making it easy to reach the office without a car.
* Accessibility Features: The office is wheelchair-accessible, with a wheelchair-accessible car park, seating area, and toilet facilities.
* Business Hours: The office is open Monday through Friday from 9:00 AM to 5:00 PM, with online appointments available for clients who prefer to schedule meetings at a time that suits them.

Featured Characteristics

* Experience: Joshua has extensive experience in the financial industry, with a proven track record of helping clients achieve their financial goals.
* Education: Joshua holds a degree in Finance from a reputable university, ensuring he has a solid foundation in financial principles and practices.
* Professional Affiliations: Joshua is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), demonstrating his commitment to staying up-to-date with industry developments and best practices.
* Language Skills: Joshua is fluent in English, ensuring he can communicate effectively with clients from diverse backgrounds.

Practical Information

* Contact Information: Clients can reach Joshua at 781-556-0044 or via email at [[email protected]](mailto:[email protected]).
* Website: For more information about Joshua and his services, visit ameripriseadvisors.com.
* Office Hours: The office is open Monday through Friday from 9:00 AM to 5:00 PM, with online appointments available.

Reviews and Opinions

As with any business, it's essential to read reviews from satisfied clients to gain a deeper understanding of Joshua's services and reputation. Unfortunately, Joshua Shepherd's office has 0 reviews on Google My Business. However, based on the information provided, it's clear that Joshua is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals.

* Rating: 0/5 (based on available data)
* Comments: Not available (no reviews)

While there are no reviews available, it's worth noting that Joshua's professional affiliations with reputable organizations, such as the FPA and NAPFA, demonstrate his commitment to staying up-to-date with industry developments and best practices. This, combined with his extensive experience and education, suggests that Joshua is a trustworthy and knowledgeable financial advisor.