Shepherd Financial Partners

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Description

  • Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients expectations. We conduct our business in a highly ethical manner and always put our clients needs first.Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Contact Info section above.Shepherd Financial Partners and LPL Financial are separate entities.The financial consultants at Shepherd Financial Partners are registered representatives with andsecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRAand SIPC, please refer to Contact Info section above. For a list of states in which the financialconsultants affiliated with Shepherd Financial Partners are registered to do business, pleasevisit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • location

    Headquarters:1004 Main Street , Winchester, Massachusetts, United States

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  • Shepherd Financial Partners phone

    Phone Number: +1 781-756-1804

  • Shepherd Financial Partners website

    Website: https://www.shepherdfinancialpartners.com

  • Shepherd Financial Partners employees

    Employees:16

  • Shepherd Financial Partners revenue

    Revenue:$1 - 10M

  • Shepherd Financial Partners legal name

    Legal Name:Shepherd Financial Partners

  • Shepherd Financial Partners's Social Media

    Shepherd Financial Partners linkedin Shepherd Financial Partners facebook Shepherd Financial Partners twitter
  • done Is this data correct?
  • |  NAICS Code: 524210  |

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Person level website identification

CEO for Shepherd Financial Partners

R Shepherd

Chief Executive Officer, Founder

Person level website visitor identification

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View Employees

Particia Manko

Chief Marketing Officer

Brian Davies

Chief Investment Officer

Patty Manko

Chief Marketing Officer

Ann Vaeth

Client Relationship Manager

Robert Paone

Client Relationship Manager

Frequently Asked Questions regarding Shepherd Financial Partners

  • Where are Shepherd Financial Partners's Headquarters?

    Shepherd Financial Partners's Headquarters are in 1004 Main Street ,Winchester,Massachusetts,United States

  • What is Shepherd Financial Partners's phone number?

    Shepherd Financial Partners's phone number is +1 781-756-1804

  • What is Shepherd Financial Partners's official website?

    Shepherd Financial Partners's official website is https://www.shepherdfinancialpartners.com

  • What is Shepherd Financial Partners's Revenue?

    Shepherd Financial Partners's revenue is $1 - 10M

  • What is Shepherd Financial Partners's NAICS code?

    Shepherd Financial Partners's NAICS code is 524210

  • How many employees are working in Shepherd Financial Partners

    Shepherd Financial Partners has 16 employees

  • What is Shepherd Financial Partners's Industry?

    Shepherd Financial Partners is in the industry of Financial Services

  • Who is Shepherd Financial Partners's CEO?

    Shepherd Financial Partners's CEO is R Shepherd

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