Shepherd Financial Partners

United States · 22 Employees
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 services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients' expectations. We conduct our business in a highly ethical manner and always put our clients' needs first. Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above.Shepherd Financial Partners and LPL Financial are separate entities. The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above. For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

概述

国家 United States
成立时间 1990
总部 1004 Main Street, Winchester, Massachusetts, USA, 01890
电话号码 +1 781 756 1804
网站 http://www.shepherdfinancialpartners.com
LinkedIn http://www.linkedin.com/company/shepherd-financial-partners
Twitter https://twitter.com/ShepFinPart
Facebook https://www.facebook.com/shepherdfinancialpartners/
员工数 22
行业 financial services,
简介 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 services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients' expectations. We conduct our business in a highly ethical manner and always put our clients' needs first. Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above.Shepherd Financial Partners and LPL Financial are separate entities. The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above. For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

技术

Google Cloud Hosting

Hosting

Google Maps

Other

Google Maps (Non Paid Users)

Other

Google Tag Manager

Tag Management

Gravity Forms

Hosted Forms

Mobile Friendly

Other

Nginx

Load Balancers

Outlook

Email Providers

Salesforce

Customer Relationship Management

WordPress.org

CMS

reCAPTCHA

Captcha

常见问题

Shepherd Financial Partners 在哪里?

Shepherd Financial Partners 的总部位于 1004 Main Street, Winchester, Massachusetts, USA, 01890

Shepherd Financial Partners 的电话号码是多少?

Shepherd Financial Partners 的电话号码是 +1 781 756 1804

Shepherd Financial Partners 的官方网站是什么?

Shepherd Financial Partners 的公司官方网站是 http://www.shepherdfinancialpartners.com

Shepherd Financial Partners 是做什么的?

Shepherd Financial Partners 的业务有哪些?

wealth transition,divorce,retirement,special needs planning,business transitions

Shepherd Financial Partners 的年收入是多少?

Shepherd Financial Partners 的收入是 29234000美元

Shepherd Financial Partners 有多少员工?

Shepherd Financial Partners 有 22 名员工

Shepherd Financial Partners 属于哪个行业?

Shepherd Financial Partners 从事以下行业: financial services

Shepherd Financial Partners 使用什么技术?

Shepherd Financial Partners 使用的一些流行技术包括: Google Cloud Hosting,Google Maps,Google Maps (Non Paid Users),Google Tag Manager,Gravity Forms,Mobile Friendly,Nginx,Outlook,Salesforce,WordPress.org,reCAPTCHA

如何联系 Shepherd Financial Partners?

Shepherd Financial Partners 联系信息: 电话号码:+1 781 756 1804， 网站:http://www.shepherdfinancialpartners.com， 邮箱：sam***@***.com

Shepherd Financial Partners 的社交媒体链接是什么?

Shepherd Financial Partners 领英：http://www.linkedin.com/company/shepherd-financial-partners,fackbook：https://www.facebook.com/shepherdfinancialpartners/,twitte:https://twitter.com/ShepFinPart

Shepherd Financial Partners 是一家上市公司吗?

不是

Shepherd Financial Partners 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Shepherd Financial Partners?

Shepherd Financial Partners 有 0 家投资者,包括 。

管理层

Samuel Shepherd

Wealth Advisor and Portfolio Manager

Steven Kuhlman

Managing Director and Wealth Advisor

Jillian Donovan

Client Services Manager

Maria Stokes

Relationship Manager

R Shepherd

CEO, Founder

员工

James Lister

Wealth Advisor

Gigi Barnabei

Financial Paraplanner

Patricia Turner

Paraplanner

Ann Vaeth

Business Development Specialist

Deb Corcoran

Retirement Plan Associate

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