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.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 1004 Main St., Winchester,ma 01890,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- shepherdfinancialpartners.com
- HQ
- Winchester, MA
- Competitors
- Regis Financial Partners, LLC, Independence Financial Partners, Strategic Financial Partners, Mosaic Financial Partners, Beaumont Financial Partners, Foundations Financial Partners, Preferred Financial Partners, Infiniti Financial Partners, Signature Financial Partners, LLC, Allegis Financial Partners.
Shepherd Financial Partners Questions
Shepherd Financial Partners's website is shepherdfinancialpartners.com
Shepherd Financial Partners's LinkedIn profile is https://www.linkedin.com/company/shepherd-financial-partners
Shepherd Financial Partners has
20 employees.
View email and phone details for 20
employees at Shepherd Financial Partners.
Shepherd Financial Partners's industry is
Financial Services
Shepherd Financial Partners's top competitors are
Regis Financial Partners, Llc,
Independence Financial Partners,
Strategic Financial Partners,
Mosaic Financial Partners,
Beaumont Financial Partners,
Foundations Financial Partners,
Preferred Financial Partners,
Infiniti Financial Partners,
Signature Financial Partners, Llc,
Allegis Financial Partners.
Shepherd Financial Partners's categories are Financial Services
Shepherd Financial Partners's founding year is 1990
