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

Introduction

Discover the comprehensive financial guidance and investment services offered by Joshua Shepherd, a dedicated Financial Advisor at Ameriprise Financial Services, LLC, conveniently located at 25 Recreation Park Dr Ste 100 in the charming town of Hingham, Massachusetts. With a commitment to understanding and addressing the unique financial needs of each client, Joshua Shepherd is instrumental in helping individuals and families achieve their financial goals.

Main Services

• Financial Planning: Joshua Shepherd provides customized financial plans tailored to your individual goals and circumstances. This holistic approach encompasses retirement planning, estate planning, tax planning, and more.
• Investment Services: With a focus on long-term growth and preservation of assets, Joshua Shepherd offers a wide array of investment options, including mutual funds, stocks, bonds, and retirement plans.
• Retirement Planning: Whether you're just starting to save for retirement or nearing retirement age, Joshua Shepherd can help you navigate the complexities of retirement planning, including 401(k) plans, IRAs, and pension plans.
• Estate Planning: Ensure that your assets are distributed according to your wishes with the help of Joshua Shepherd's estate planning services. He can assist with wills, trusts, and other estate planning tools.
• Tax Planning: Minimize your tax liability and optimize your financial situation with strategic tax planning. Joshua Shepherd can help you understand the tax implications of various financial decisions and develop a tax-efficient plan.

Location and Access

Joshua Shepherd's office is situated at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, easily accessible from major thoroughfares such as Route 3 and Route 53. The office is nestled in a professional complex, offering ample parking for clients. The building is wheelchair-accessible, with a dedicated parking spot and accessible seating and restrooms available.

The Hingham Centre MBTA Commuter Rail station is approximately a 10-minute drive from the office, providing an accessible public transportation option for clients. Additionally, several local bus routes serve the Hingham area.

Featured Characteristics

• Online Appointments: For the convenience of clients, Joshua Shepherd offers online appointments, allowing you to discuss your financial needs from the comfort of your own home.
• On-Site Services: In addition to online appointments, Joshua Shepherd welcomes clients to his office for personalized, face-to-face consultations.
• Wheelchair Accessibility: The office and its facilities are designed to accommodate clients with mobility impairments, ensuring that everyone can access the financial services they need.

Practical Information

Contact Information:

• Phone: 781-556-0044
• Website: ameripriseadvisors.com

Business Hours:

• Monday - Friday: 8:30am - 5:00pm
• Saturday - Sunday: Closed

While the business hours listed above are typical, it is recommended to call ahead or check the website to confirm the availability of Joshua Shepherd or any team members.

Customer Reviews

As of now, Joshua Shepherd and Ameriprise Financial Services, LLC have not received any customer reviews on Google My Business. As a new client, you have the opportunity to be one of the first to share your experience and help future clients make informed decisions.

Average Rating: 0/5

Based on the absence of reviews, it is challenging to determine the average opinion of customers. However, it is essential to note that a lack of reviews does not necessarily indicate a lower quality of service. Joshua Shepherd and his team may be eager to provide exceptional service to their first clients.