Shepard Financial
Finance · Georgia, United States · 11-50 Employees
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Overview
Headquarters
3 Greenville St, Newnan, Georgia, 30263,...Phone Number
(770) 251-2909Website
www.shepardfs.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Shepard Financial
Shepard Financial Services specializes in providing insurance, wealth management, benefits, and consulting services for individuals and businesses. They focus on understanding clients' unique financial situations and crafting tailored plans to meet their goals, particularly in areas such as retirement, investment, estate planning, and tax strategies. The firm is committed to building trust and integrity in their client relationships, ensuring personalized support throughout various life stages. Operating in Alabama and Georgia, they offer securities and advisory services through LPL Financial.Explore more
Shepard Financial Org Chart
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Shepard Financial Services specializes in providing insurance, wealth management, benefits, and consulting services for individuals and businesses. They focus on understanding clients' unique financial situations and crafting tailored plans to meet their goals, particularly in areas such as retirement, investment, estate planning, and tax strategie... Read More
