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

Joshua Shepherd: A Comprehensive Overview of His Financial Advisory Services at Ameriprise Financial Services, LLC

Joshua Shepherd, a highly regarded financial advisor, is associated with Ameriprise Financial Services, LLC, a reputable financial institution known for its comprehensive wealth management solutions. Based in Hingham, Massachusetts, Shepherd's practice, South Shore Wealth Management, is committed to providing personalized financial advice tailored to each client's unique needs and goals.

Main Services

• Financial Planning: Shepherd offers comprehensive financial planning services, focusing on retirement planning, investment strategies, tax planning, and estate planning.
• Investment Services: His team provides investment management services, utilizing a disciplined approach to help clients achieve their financial objectives.
• Retirement Planning: Shepherd specializes in helping clients prepare for retirement through strategies such as 401(k) rollovers, IRAs, and other retirement savings vehicles.
• Estate Planning: He assists clients in developing effective estate plans to protect their assets and ensure they are distributed according to their wishes.
• Education Planning: Shepherd helps parents and guardians navigate the complexities of paying for their children's education, including 529 college savings plans.
• Insurance Planning: His team can help clients evaluate their insurance needs and find appropriate coverage for life, health, disability, and long-term care.

Location and Access

Shepherd's office is conveniently located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States. This location is easily accessible from major routes such as Route 3 and Route 123, making it convenient for clients to visit from nearby towns like Weymouth, Quincy, and Cohasset.

For those who prefer not to travel, Shepherd also offers online appointments, ensuring that clients can receive expert financial advice from the comfort of their own homes. Additionally, on-site services are available for clients who wish to meet in person.

Parking is available on-site, with a wheelchair-accessible car park to accommodate clients with mobility impairments. The office is also wheelchair-accessible, featuring wheelchair-accessible seating and a wheelchair-accessible toilet to ensure accessibility for all clients.

Featured Characteristics

• Personalized Approach: Shepherd takes the time to understand each client's unique financial situation and goals, providing tailored advice that caters to their specific needs.
• Experienced Team: With a team of dedicated financial professionals, Shepherd's practice combines expertise and resources to deliver top-notch service and advice.
• Client-Centric Focus: The South Shore Wealth Management team is committed to building long-term relationships with their clients, providing ongoing support and guidance as their financial needs evolve.

Practical Information

• Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
• Phone: 781-556-0044
• Website: ameripriseadvisors.com
• Specialties: Financial planner, Investment service
• Other Points of Interest: Appointments recommended, Restroom

Client Testimonials and Reviews

As of now, Joshua Shepherd and South Shore Wealth Management do not have any reviews on Google My Business. However, it is essential to note that the lack of reviews does not necessarily indicate a lack of quality in their services. Given Shepherd's extensive experience and the positive aspects mentioned earlier, such as his personalized approach, experienced team, and client-centric focus, it is reasonable to expect that his clients would have positive experiences.

Once Shepherd's practice receives reviews, we will be happy to update this section with the valuable insights and opinions from his clients. We encourage potential clients to consider the positive aspects mentioned above and the expertise of the team when evaluating Shepherd's services.