Shepherd Wealth Management
Financial-Services
Website
Company Tagline
We work with you every step of the way, ensuring your investments are on the right path to achieve your financial goals.
Industry Category
Business Keywords
Company Description
Shepherd Wealth Management is a leading financial services provider dedicated to offering personalized and comprehensive financial planning solutions. Located in Florence, Kentucky, at 73 Cavelier Blvd, Suite 209, Florence, Kentucky 41042, US, Shepherd Wealth Management works closely with clients to create customized retirement plans and long-term investment strategies tailored to every phase of their financial journey. The firm is committed to ensuring that clients achieve financial independence through diligent planning and strategic investment management.
At Shepherd Wealth Management, the focus is on delivering a truly personalized experience. The firm specializes in 401k management, tax planning and strategies, and investment management, providing clients with the support needed to navigate the complexities of the financial world. By prioritizing individual needs and goals, Shepherd Wealth Management ensures that every client receives the attention and expertise necessary to make informed decisions and secure their financial future.
Shepherd Wealth Management is dedicated to helping clients stay on the right path to achieve their financial goals. With a commitment to excellence and a focus on personalized service, Shepherd Wealth Management stands as a trusted partner in financial planning. We invite the manager of Shepherd Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence and connect with a broader audience.
Shepherd Wealth Management est un fournisseur de services financiers de premier plan qui se consacre à offrir des solutions de planification financière personnalisées et complètes. Situé à Florence, Kentucky, au 73 Cavelier Blvd, Suite 209, Florence, Kentucky 41042, États-Unis, Shepherd Wealth Management travaille en étroite collaboration avec ses clients pour créer des plans de retraite personnalisés et des stratégies d'investissement à long terme adaptées à chaque phase de leur parcours financier. L'entreprise s'engage à faire en sorte que ses clients atteignent l'indépendance financière grâce à une planification diligente et à une gestion stratégique des investissements.
Chez Shepherd Wealth Management, l'accent est mis sur la fourniture d'une expérience véritablement personnalisée. L'entreprise se spécialise dans la gestion des régimes 401k, la planification et les stratégies fiscales, ainsi que la gestion des investissements, offrant ainsi aux clients le soutien nécessaire pour s'y retrouver dans les complexités du monde financier. En accordant la priorité aux besoins et aux objectifs individuels, Shepherd Wealth Management veille à ce que chaque client reçoive l'attention et l'expertise nécessaires pour prendre des décisions éclairées et assurer son avenir financier.
Shepherd Wealth Management se consacre à aider ses clients à rester sur la bonne voie pour atteindre leurs objectifs financiers. Grâce à son engagement envers l'excellence et à son souci du service personnalisé, Shepherd Wealth Management est un partenaire de confiance en matière de planification financière. Nous invitons le gestionnaire de Shepherd Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre présence sur le marché et de vous connecter à un public plus large.
Key Personnel / Employees
Compare Companies Side by Side
Compare Shepherd Wealth Management with 3 companies in Financial-Services
| Comparison Field |
Shepherd Wealth Managemen...Main Company |
Evelyn PartnersView Profile |
Stockman of MontanaView Profile |
Crestview Capital Ma...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1953 | 2018 | |
|
Company Size
|
— | 1,001-5,000 | 501-1,000 | 2-10 |
|
City
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Florence, Kentucky | Miles City, MT | Thousand Oaks, California | |
|
Country
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United States | United States | ||
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Planning
Investment Management
Retirement Plans
401k Management
Tax Planning
Wealth Management
Financial Services
Tax Planning & Stategies
|
14 Total
1 Common
13 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
14 Total
2 Common
12 Unique
Match
25%
Common Skills:
Financial Services
Wealth Management
Unique Skills:
Banking
Commercial Banking
Commercial Insurance
Commercial Lending
Insurance
Mortgage Lending
+6
|
5 Total
5 Unique
Unique Skills:
Alternative Investments
College Planning
Generational Wealth Transferring
Insurance Services
Retirement Planning
|
4
Total Companies1953
Oldest Founded1
Countries36
Unique SkillsSimilar Companies
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Alternative Company Names
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