Contact and Address
| Category: | Insurance agency, |
|---|---|
| Address: | 1004 Main St, Winchester, MA 01890, USA |
| Postal code: | 01890 |
| Phone: | (781) 756-1804 |
| Website: | http://www.shepherdfinancialpartners.com/ |
Hours:
| Monday: | 9:00 AM – 6:00 PM |
|---|---|
| Tuesday: | 9:00 AM – 6:00 PM |
| Wednesday: | 9:00 AM – 6:00 PM |
| Thursday: | 9:00 AM – 6:00 PM |
| Friday: | 9:00 AM – 6:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
Location & routing
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Shepherd Financial Partners is dedicated to creating comprehensive retirement plan solutions for 401k and pension clients and their plan participants, allowing you to implement the right plan without taking your focus off of your business. Learn More About Institutional Services.
Shepherd Financial Partners Review 2022 | investor.com
Shepherd Financial Partners, registered in 2015, serves 12 state(s) with a licensed staff of 7 advisors. Shepherd Financial Partners manages $846.8 million and provides investment advisory services for 593 clients (1:85 advisor/client ratio).
Shepherd Financial Partners Company Profile | Management and Employees List
Shepherd Financial Partners Profile and History . We are an independent firm and our exclusive allegiance is to you, our client. We view your unique situation with objectivity and professionalism and recommend investment vehicles based upon and suited to your specific needs. Shepherd Financial Partners provides planning and advice to maintain ...
Shepherd Financial Partners | LinkedIn
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management ...
Shepherd Financial Partners - Crunchbase Company Profile & Funding
Headquarters Regions Greater Boston Area, East Coast, New England. Founded Date 1990. Founders Mark Shepherd. Operating Status Active. Legal Name Shepherd Financial Partners, LLC. Company Type For Profit. Contact Email sfp@shepherdfinancialpartners.com. Phone Number +1 781 756 1804. Shepherd Financial Partners is a financial management solution.
SHEPHERD FINANCIAL PARTNERS LLC Top 13F Holdings - WhaleWisdom.com
Shepherd Financial Partners is a large advisory firm with 593 clients and discretionary assets under management (AUM) of $846,773,058 (Form ADV from 2022-10-10). Their last reported 13F filing for Q3 2022 included $512,692,000 in managed 13F securities and a top 10 holdings concentration of 53.7%. Shepherd Financial Partners's largest holding ...
Shepherd Financial
We utilize a thorough and highly efficient team approach to retirement plan consulting and wealth management. While we are proud of the work we do, we believe it is our team structure and environment that we believe set us apart in this industry. Meet Our Team.
Shepherd Financial Partners, Inc. Company Profile | Alpharetta, GA ...
Find company research, competitor information, contact details & financial data for Shepherd Financial Partners, Inc. of Alpharetta, GA. Get the latest business insights from Dun & Bradstreet.
Shepherd Financial Partners | Winchester MA - Facebook
Shepherd Financial Partners, Winchester, Massachusetts. 213 likes. Financial Planning and Wealth Management
Shepherd Financial Partners Company Profile | Winchester, MA ...
Find company research, competitor information, contact details & financial data for Shepherd Financial Partners of Winchester, MA. Get the latest business insights from Dun & Bradstreet.