Shepherd Wealth & Retirement
Financial Services
Tucson, Arizona, United States
4 employees
- Employees
- 4
- Contacts
- 2
- Emails
- 2
Shepherd Wealth & Retirement Overview
- Headquarters
- Tucson, Arizona, United States
- Phone Number
- Available in AeroLeads
- Website
- shepherdwealth.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 1986
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Shepherd Wealth & Retirement
Shepherd Wealth and Retirement is a fee-based Registered Investment Advisory Firm. Shepherd Wealth provides investment management and financial planning services to individuals, retirement plans, business entities, trusts and estates. The content on our LinkedIn page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Shepherd Wealth and Retirement, LLC will not be responsible or liable for LinkedIn, Inc., the LinkedIn website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.
Shepherd Wealth & Retirement Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Shepherd Wealth & Retirement Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David W. Shepherd Jr. | Helping Business Owners Maximize Wealth | Tucson, Arizona, United States |
View
|
| Nelson E. Newton, Cka®, Cfp® | Certified Kingdom Advisor®at Retirement | Greater Chicago Area, United States |
Email
|
| Sherry Miller | Director of Operations at Shepherd | Tucson, Arizona, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |