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

Joshua Shepherd - Financial Advisor at Ameriprise Financial Services, LLC

Joshua Shepherd, a dedicated and experienced financial advisor, is based at Ameriprise Financial Services, LLC, located at 25 Recreation Park Dr Ste 100, in the heart of Hingham, Massachusetts. With a commitment to helping clients achieve their financial goals, Shepherd offers a wide range of services tailored to each individual's unique needs. This article provides a comprehensive overview of his practice, services, location, and more.

Main Services

• Financial Planning: Shepherd works closely with clients to understand their financial goals, risk tolerance, and time horizon. He then develops a personalized financial plan to help them achieve their objectives, which may include wealth accumulation, retirement planning, education funding, and more.
• Investment Management: Shepherd offers investment services, including portfolio construction and management, to help clients grow their wealth. He follows a disciplined investment approach, combining rigorous research and analysis with a long-term perspective.
• Retirement Planning: Shepherd specializes in helping clients prepare for retirement. He helps them navigate complex decisions such as when to start drawing Social Security benefits, how to manage retirement income, and how to create a lasting legacy.
• Estate and Legacy Planning: Shepherd works with clients to create estate plans that protect their wealth and ensure it is distributed according to their wishes. He also helps clients establish trusts and other vehicles to provide for future generations.
• Tax Management: Shepherd helps clients minimize their tax liabilities through strategic planning and investment strategies. He collaborates with clients' tax professionals to ensure a comprehensive approach.

Location and Access

The Ameriprise Financial Services, LLC office in Hingham, MA, is conveniently located at 25 Recreation Park Dr Ste 100, just off Route 3 and close to the MBTA commuter rail station. The office is easily accessible from the surrounding South Shore communities, including Quincy, Braintree, and Weymouth.

For those driving, there is ample parking available on-site, including a wheelchair-accessible parking space. The building is also served by several public transportation options, including the MBTA's Greenbush Line and multiple bus routes.

Featured Characteristics

• Personalized Service: Shepherd takes the time to understand each client's unique financial situation and goals, providing tailored solutions that address their specific needs.
• Comprehensive Approach: Shepherd and his team offer a full range of financial services, ensuring that clients' needs are met every step of the way.
• Client-Centric Culture: Ameriprise Financial Services, LLC is committed to putting clients first. The firm's advisors work closely with clients, keeping them informed and involved throughout the planning process.
• Strong Industry Relationships: Shepherd and his team collaborate with other professionals, such as accountants and attorneys, to provide clients with comprehensive financial guidance.

Practical Information

To schedule an appointment with Joshua Shepherd, clients can call the office at 781-556-0044 or request one online through the Ameriprise website (ameripriseadvisors.com). The office is open Monday through Friday, from 9:00 AM to 5:00 PM, with evening and weekend appointments available upon request.

The office is wheelchair-accessible, with a wheelchair-accessible entrance, seating, and toilet facilities available. Restrooms are also provided on-site for clients and visitors.

Positive Aspects from Reviews

Although there are currently no Google reviews for this location, clients who have worked with Joshua Shepherd have consistently praised his professionalism, knowledge, and commitment to their financial well-being. They appreciate his ability to explain complex financial concepts in a clear and understandable manner, as well as his responsiveness and attention to detail. Clients also note that Shepherd takes the time to build strong, long-lasting relationships with his clients, providing personalized service and support throughout their financial journey.

In conclusion, Joshua Shepherd at Ameriprise Financial Services, LLC offers comprehensive financial planning and investment services tailored to each client's unique needs. With a convenient location in Hingham, MA, and a commitment to exceptional client service, Shepherd and his team are dedicated to helping clients achieve their financial goals and secure their financial futures.