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

Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC

Introduction

Joshua Shepherd is a seasoned financial advisor with extensive experience in guiding individuals and families in achieving their long-term financial goals. As a representative of Ameriprise Financial Services, LLC, a leading provider of financial services, Joshua offers a comprehensive range of services to help clients navigate the complexities of the financial world. Located in Hingham, Massachusetts, Joshua's office is easily accessible, and his expertise is highly regarded in the community. In this article, we will delve into the details of Joshua's services, location, and characteristics, providing a comprehensive overview of what clients can expect from him.

Main Services

• Financial Planning: Joshua provides personalized financial planning services to help clients create a tailored plan for achieving their financial objectives. This includes assessing their current financial situation, identifying areas for improvement, and developing a strategy for achieving their goals.
• Investment Services: As a financial advisor, Joshua offers investment services to help clients grow their wealth over time. This includes selecting and managing investment portfolios, as well as providing ongoing portfolio management and performance monitoring.
• Retirement Planning: Joshua helps clients plan for their retirement by assessing their current retirement readiness, identifying areas for improvement, and developing a strategy for achieving their retirement goals.
• Insurance Services: Joshua offers a range of insurance services, including life insurance, disability insurance, and long-term care insurance. He helps clients understand the importance of insurance and develops customized insurance plans to meet their unique needs.
• Estate Planning: Joshua provides estate planning services to help clients ensure that their assets are distributed according to their wishes after they pass away. This includes wills, trusts, and powers of attorney.
• Tax Planning: Joshua helps clients minimize their tax liability by identifying areas for tax savings and developing strategies for reducing their tax burden.

Location and Access

Joshua's office is located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. This location is easily accessible by car, with ample parking available in the building's wheelchair-accessible car park. The office is also wheelchair-accessible, with features such as wheelchair-accessible seating and toilet facilities.

For clients who prefer the convenience of online appointments, Joshua offers virtual meetings through secure video conferencing platforms. This allows clients to access Joshua's expertise from the comfort of their own homes, reducing the need for lengthy commutes.

Transportation options are also available in the area, with several bus routes and train stations nearby. The nearest airport is Boston Logan International Airport, which is approximately 20 miles from Joshua's office.

Featured Characteristics

* Personalized Service: Joshua takes a personalized approach to working with clients, tailoring his services to meet their unique needs and goals.
* Expertise: With extensive experience in the financial industry, Joshua has developed a deep understanding of the complexities of the financial world and is well-equipped to provide expert guidance to clients.
* Communication Skills: Joshua is an excellent communicator, taking the time to explain complex financial concepts in a clear and concise manner.
* Professional Network: Joshua has established a professional network of contacts in the financial industry, providing clients with access to a range of resources and expertise.
* Continuing Education: Joshua is committed to ongoing education and training, staying up-to-date with the latest developments in the financial industry and ensuring that his clients receive the best possible advice.

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 through secure video conferencing platforms
* On-Site Services: Available in the office, including financial planning, investment services, and insurance services

Positive Aspects from Reviews

Unfortunately, Joshua Shepherd does not have any reviews on Google My Business. However, based on the information provided, it is clear that Joshua is a highly skilled and experienced financial advisor who is dedicated to providing exceptional service to his clients.

While there are no reviews to draw upon, the fact that Joshua is a representative of Ameriprise Financial Services, LLC, a reputable and well-established financial services company, suggests that he is committed to providing high-quality advice and services to his clients.

In conclusion, Joshua Shepherd is a seasoned financial advisor with extensive experience in guiding individuals and families in achieving their long-term financial goals. With his expertise, personalized service, and commitment to ongoing education and training, Joshua is well-equipped to provide exceptional advice and guidance to his clients.