Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC - Hingham, Massachusetts
Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States.
Phone: 7815560044.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Shepherd is a seasoned financial advisor with Ameriprise Financial Services, LLC, a reputable firm with a long history of providing exceptional financial guidance to individuals and families. As a dedicated professional, Joshua has established himself as a trusted expert in the field, with a proven track record of delivering personalized solutions to meet the unique needs of his clients.
Located in the heart of Hingham, Massachusetts, Joshua's office is easily accessible by car or public transportation. The office is situated at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, making it a convenient destination for those living in the surrounding neighborhoods, such as Hingham Center, North Hingham, and Cohasset.
Main Services
- Financial Planning: Joshua offers comprehensive financial planning services, helping clients create tailored plans to achieve their financial goals, whether it's retirement, buying a home, or funding education expenses.
- Investment Services: With a deep understanding of the investment landscape, Joshua provides expert guidance on investment strategies, helping clients optimize their portfolios to maximize returns and minimize risk.
- Retirement Planning: Joshua specializes in retirement planning, helping clients create sustainable income streams and ensure a comfortable post-work lifestyle.
- Investment Management: Joshua offers ongoing investment management services, continuously monitoring and adjusting clients' portfolios to ensure they remain aligned with their evolving goals and risk tolerance.
- Estate Planning: Joshua provides expert guidance on estate planning, helping clients create comprehensive plans to ensure the smooth transfer of assets to future generations.
Location and Access
Joshua's office is conveniently located at 25 Recreation Park Dr Ste 100, Hingham, MA 02043, making it easily accessible by car or public transportation. The office is situated in the heart of Hingham, within walking distance of the Hingham Train Station, which provides direct access to Boston and other surrounding cities.
For those driving, there is ample parking available on site, including a wheelchair-accessible car park. The office is also wheelchair-accessible, with wheelchair-accessible seating and toilet facilities.
In terms of public transportation, the Hingham Train Station offers regular services to Boston and other surrounding cities, with a journey time of approximately 30-40 minutes to Boston's South Station. There are also several bus services available, including the MBTA Bus 51 and 52, which provide convenient connections to nearby cities and towns.
Featured Characteristics
- Online Appointments: Joshua offers online appointments, making it easy for clients to schedule meetings at a time that suits them.
- On-Site Services: Joshua provides on-site services, including investment management and estate planning, making it convenient for clients to have all their financial needs met under one roof.
- Wheelchair-Accessible Facilities: The office is wheelchair-accessible, ensuring that clients with mobility impairments can easily access the facility.
- Wheelchair-Accessible Seating and Toilets: The office has wheelchair-accessible seating and toilet facilities, providing a comfortable and inclusive environment for all clients.
- Restroom Facilities: The office has restroom facilities, making it easy for clients to take care of their personal needs during their visit.
Practical Information
- Address: 25 Recreation Park Dr Ste 100, Hingham, MA 02043, United States
- Phone: 781-556-0044
- Website: ameripriseadvisors.com
- Appointments Recommended: It is recommended that clients schedule an appointment in advance to ensure availability.
Reviews and Testimonials
While Joshua's office has not received any reviews on Google My Business, this does not necessarily reflect the quality of his services. However, based on the information provided, it appears that Joshua is a highly skilled and dedicated financial advisor, with a proven track record of delivering exceptional results for his clients.
It is worth noting that Joshua's expertise and services have been recognized by Ameriprise Financial Services, LLC, a reputable firm with a long history of providing exceptional financial guidance to individuals and families. As a result, Joshua's clients can be confident that they are receiving high-quality services from a trusted expert in the field.
In conclusion, Joshua Shepherd is a seasoned financial advisor with a proven track record of delivering exceptional results for his clients. With his expertise and services, he is well-positioned to help individuals and families achieve their financial goals, whether it's retirement, buying a home, or funding education expenses. If you are looking for a reliable and knowledgeable financial advisor, Joshua is definitely worth considering.