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

Joshua Shepherd: A Comprehensive Guide to Financial Planning and Investment Services in Hingham, MA

Located in the heart of Hingham, MA, Joshua Shepherd, a dedicated financial advisor at Ameriprise Financial Services, LLC, is committed to helping individuals and families achieve their financial goals. With a comprehensive suite of services and a client-centric approach, Shepherd has established himself as a trusted financial planner in the South Shore area.

Main Services

• Financial Planning: Shepherd works closely with clients to understand their unique financial objectives, risk tolerance, and time horizon. He then develops customized financial plans that address their specific needs, whether it's saving for retirement, planning for a child's education, or building wealth for the future.
• Investment Services: With access to a wide range of investment products and strategies, Shepherd helps clients build and manage investment portfolios that align with their financial goals and risk profile. He monitors these portfolios regularly and makes adjustments as needed to help clients stay on track towards their objectives.
• Retirement Planning: Shepherd assists clients in creating effective retirement strategies, including 401(k) rollovers, IRA rollovers, and other retirement income planning solutions. He helps clients navigate complex retirement planning decisions and provides guidance on when and how to take withdrawals from retirement accounts.
• Estate Planning: Shepherd works with clients to develop estate planning strategies that protect their assets and ensure they are distributed according to their wishes. He helps clients understand the implications of different estate planning strategies and works with attorneys and other professionals to implement these plans.
• Insurance Planning: Shepherd helps clients identify potential risks and protect their assets through appropriate insurance coverage. He works with clients to evaluate their insurance needs and recommend policies that provide the right level of protection at a competitive price.

Location and Access

Joshua Shepherd's office is conveniently located at 25 Recreation Park Dr, Suite 100, Hingham, MA 02043, in the heart of the South Shore. The office is easily accessible from major highways, including Route 3 and Route 128, making it convenient for clients to visit from nearby cities such as Boston, Quincy, and Plymouth.

For those who prefer not to travel, Shepherd offers online appointments and virtual meetings to accommodate clients' busy schedules. Additionally, the office is wheelchair-accessible, with a designated parking spot, wheelchair-accessible seating, and a wheelchair-accessible toilet for clients with mobility impairments.

Featured Characteristics

• Client-Centric Approach: Shepherd takes the time to listen to each client's unique financial situation and goals. He then develops customized solutions that address their specific needs and help them work towards their objectives.
• Comprehensive Financial Planning: Shepherd believes in a holistic approach to financial planning. He considers all aspects of a client's financial life, from investments and insurance to taxes and estate planning, to create a comprehensive financial plan that addresses their short- and long-term goals.
• Fiduciary Obligation: As a financial advisor with Ameriprise Financial Services, LLC, Shepherd is held to a fiduciary standard, which means he is legally obligated to put his clients' best interests first when providing financial advice and managing their assets.
• Access to Ameriprise Resources: Shepherd has access to the extensive resources and expertise of Ameriprise Financial Services, LLC. This includes proprietary research, investment tools, and a team of financial planning specialists who support Shepherd in providing clients with comprehensive financial solutions.

Practical Information

Joshua Shepherd's office is open Monday through Friday, from 9:00 AM to 5:00 PM, with evening and weekend appointments available by request. Appointments are recommended, and clients can schedule a meeting by calling the office at 781-556-0044 or by visiting Shepherd's website at ameripriseadvisors.com.

The office is located in the same building as the Hingham District Court and is surrounded by various amenities, including restaurants, shops, and parks. There is ample parking available on-site, with designated spaces for disabled parking.

Client Reviews and Testimonials

As of now, Joshua Shepherd and his practice at Ameriprise Financial Services, LLC, have not yet received any reviews on Google My Business. However, Shepherd's commitment to providing personalized, comprehensive financial planning services is evident in his approach to working with clients. His clients can expect a high level of care, attention to detail, and a dedication to helping them achieve their unique financial goals.

While there are no written reviews available, the fact that Shepherd has built a successful financial planning practice in the South Shore area is a testament to his expertise, professionalism, and client satisfaction. As a fiduciary, Shepherd is committed to helping his clients achieve their financial objectives, and his clients can expect a positive, collaborative experience when working with him.