Shepherd Financial, LLC

Shepherd Financial, LLC

Financial-Services

Carmel, IN
United States
Company Tagline

Retirement plan consulting | Wealth management

Industry Category
Financial-Services
Company Description

Shepherd Financial, LLC is dedicated to empowering individuals and companies through comprehensive financial solutions. Located in Carmel, IN, with a primary address at 111 Congressional Blvd, Suite 100, Carmel, IN 46032, US, Shepherd Financial focuses on understanding the unique financial journey of each client, ensuring personalized and effective strategies.

For businesses, Shepherd Financial partners with retirement plan committees and leadership teams to develop cost-effective solutions that promote employee engagement and long-term retirement readiness. The collaborative and educational approach simplifies complex financial concepts, making them more accessible and manageable. For individuals and families, Shepherd Financial creates customized financial plans that align with their specific goals, values, and life circumstances, offering guidance on saving, investment management, and retirement planning.

Shepherd Financial is committed to safeguarding clients' financial well-being and helping them prepare for the future. The firm specializes in employee engagement, fiduciary guidance, individual wealth management, and financial wellness. The information about Shepherd Financial, LLC will be completed soon with the support of the company’s management. We invite the manager of Shepherd Financial, LLC, to create a customized and exclusive company showcase and product listing on our platform.

Shepherd Financial, LLC se consacre à autonomiser les individus et les entreprises grâce à des solutions financières complètes. Située à Carmel, IN, avec une adresse principale au 111 Congressional Blvd, Suite 100, Carmel, IN 46032, US, Shepherd Financial se concentre sur la compréhension du parcours financier unique de chaque client, garantissant des stratégies personnalisées et efficaces.

Pour les entreprises, Shepherd Financial s'associe aux comités de régimes de retraite et aux équipes de direction pour développer des solutions rentables qui favorisent l'engagement des employés et la préparation à la retraite à long terme. L'approche collaborative et éducative simplifie les concepts financiers complexes, les rendant plus accessibles et gérables. Pour les particuliers et les familles, Shepherd Financial crée des plans financiers personnalisés qui s'alignent sur leurs objectifs, leurs valeurs et leurs circonstances de vie spécifiques, offrant des conseils sur l'épargne, la gestion des investissements et la planification de la retraite.

Shepherd Financial s'engage à protéger le bien-être financier de ses clients et à les aider à se préparer pour l'avenir. L'entreprise est spécialisée dans l'engagement des employés, les conseils fiduciaires, la gestion de patrimoine individuelle et le bien-être financier. Les informations sur Shepherd Financial, LLC seront bientôt complétées avec le soutien de la direction de l'entreprise. Nous invitons le responsable de Shepherd Financial, LLC, à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Brittany Vollmar QKA® QKC TGPC Steve Wylam Brad Wells QKA® CRPC® Erin Lane

Compare Companies Side by Side

Compare Shepherd Financial, LLC with 3 companies in Financial-Services

4 Companies
Comparison Field
Shepherd Financial, LLC
Shepherd Financial, LLC
Main Company
Jellyvision
Jellyvision
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Wellness.Work
Wellness.Work
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Founded Year
2004 2019
Company Size
201-500 201-500 2-10
City
Carmel, IN Lehi, UT Chicago, Illinois Tampa, FL
Country
United States United States United States United States
Skills & Keywords Comparing with main company
14 Total Skills
Financial Services Wealth Management Retirement Planning Investment Management Financial Consulting Employee Benefits Financial Advisory Employee Engagement Fiduciary Guidance Individual Wealth Management Financial Wellness Investment Selection & Monitoring Retirement Readiness Analysis Partipant Education
6 Total 6 Unique
Unique Skills:
Company Culture Employee Training HR Benefits Software Design Software Engineering Wellness
22 Total 22 Unique
Unique Skills:
Annual Enrollment Benefits Benefits Communication Decision Support Employee Communication Employee Education +16
19 Total 19 Unique
Unique Skills:
Communication Corporate Wellness Emotional Wellness Employee Wellness Engagement Fitness +13
4
Total Companies
2004
Oldest Founded
1
Countries
60
Unique Skills

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Alternative Company Names

This company is also known as

Shepherd Financial LLC 谢泼德金融有限责任公司 शेफर्ड फाइनेंशियल एलएलसी شبرد للخدمات المالية ذ.م.م Шеперд Финансиал ООО