Shepherd Wealth & Retirement

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
Industry
Financial Services
Employees
4
Founded
1986
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
David W. Shepherd Jr. Helping Business Owners Maximize Wealth
View
Nelson E. Newton, Cka®, Cfp® Certified Kingdom Advisor®at Retirement
Email
Sherry Miller Director of Operations at Shepherd
Email

Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0
Operations 1 1 0

Compare Similar Companies to Shepherd Wealth & Retirement