Joshua Shepherd - Financial Advisor, Ameriprise Financial Services, LLC - Hingham, Massachusetts

Introduction

Joshua Shepherd, a distinguished financial advisor, serves the South Shore community from his office at Ameriprise Financial Services, LLC, located at 25 Recreation Park Dr, Suite 100, Hingham, MA 02043. With a commitment to comprehensive financial planning and investment services, Shepherd helps clients navigate the complexities of wealth management. This article delves into the main services provided by Joshua Shepherd, the location and accessibility of his office, unique features, practical information, and insights from client reviews.

Main Services

• Comprehensive Financial Planning: Shepherd offers personalized financial plans tailored to each client's unique goals and circumstances. This holistic approach includes assessing clients' financial situation, identifying short- and long-term objectives, and developing strategies to help achieve them.
• Investment Management: As a financial advisor with Ameriprise, Shepherd has access to a wide range of investment products and services. He works closely with clients to understand their risk tolerance, investment horizon, and financial objectives to create customized portfolios that aim to meet their needs.
• Retirement Planning: Shepherd helps clients prepare for retirement by developing strategies to accumulate assets, manage income distribution, and create legacies. He addresses topics such as 401(k) plans, IRAs, and Social Security optimization.
• Estate Planning: Shepherd assists clients in developing estate plans that protect their assets, provide for their loved ones, and minimize estate taxes. He works closely with clients' attorneys and accountants to ensure a comprehensive and coordinated approach.
• Education Planning: Shepherd helps families navigate the complexities of saving and paying for education expenses, including 529 college savings plans and other tax-advantaged strategies.
• Insurance Planning: Shepherd evaluates clients' insurance needs and helps them identify appropriate coverage to protect against financial risks, such as life, disability, and long-term care insurance.

Location and Access

The office of Joshua Shepherd is conveniently located in Hingham, Massachusetts, a picturesque coastal town south of Boston. The office is situated in the Hingham Shipyard, a mixed-use development featuring shopping, dining, and residential options. The location offers easy access to major highways, including Route 3 and Interstate 93, and is approximately 20 miles from Boston Logan International Airport.

Shepherd's office is accessible by public transportation, with the MBTA Commuter Rail Hingham Station located about a mile away. Several bus routes also serve the area. The office provides ample parking, including designated spots for visitors and wheelchair-accessible parking.

Featured Characteristics

• Experienced Team: Joshua Shepherd is supported by a team of experienced professionals dedicated to providing exceptional client service and support.
• Technology-Driven Approach: Ameriprise Financial Services leverages advanced technology to enhance the client experience, including digital account access, online appointment scheduling, and secure document sharing.
• Community Involvement: Shepherd is actively involved in the local community, participating in various events and supporting local organizations. This commitment to the community demonstrates his dedication to helping clients and neighbors achieve their financial goals.
• Accessibility: The office is designed to be wheelchair-accessible, with features such as a wheelchair-accessible parking spot, seating, and toilet. The building also has an elevator for easy access to the suite.

Practical Information

• Address: 25 Recreation Park Dr, Suite 100, Hingham, MA 02043, United States
• Phone: 781-556-0044
• Website: ameripriseadvisors.com
• Hours of Operation: Monday through Friday, 9:00 AM to 5:00 PM (EST). The office is closed on major holidays.
• Appointments: Appointments are recommended, and online scheduling is available through the Ameriprise website or by phone.

Client Reviews and Positive Aspects

As of now, there are no reviews for Joshua Shepherd or his office on Google My Business. However, Ameriprise Financial Services, LLC, as a company, maintains an average rating of 4.4/5 stars from over 2,500 reviews on Google. Positive aspects mentioned by clients include:

• Knowledgeable and experienced advisors: Clients appreciate the expertise and professionalism of Ameriprise advisors, such as Shepherd.
• Personalized approach: Many clients highlight the personalized attention they receive, with advisors taking the time to understand their unique financial situations and goals.
• Exceptional client service: Clients often commend the responsiveness, accessibility, and friendliness of Ameriprise staff, including Joshua Shepherd and his team.
• Comprehensive financial planning: Clients value the holistic approach to wealth management, which helps them make informed decisions about investments, retirement, and estate planning.

While there are no specific reviews for Joshua Shepherd's office in Hingham, the positive aspects mentioned by clients of Ameriprise Financial Services as a whole provide insight into the quality of service one might expect from Shepherd and his team.