Shepard Financial
Finance · Maine, United States · 1-10 Employees
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Overview
Headquarters
701 Rte 1 Ste 4, Yarmouth, Maine, 04096,...Phone Number
(207) 847-4032Website
www.shepard-financial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Shepard Financial
shepard FINANCIAL offers comprehensive financial planning and investment management services tailored to meet the unique needs of clients at various stages of their financial journey. Their approach emphasizes personalized strategies that align with clients' goals, values, and life circumstances, ensuring a cohesive framework for managing cash flow, investments, and legacy planning. The firm focuses on building enduring financial strategies that promote a life well-lived, fostering financial confidence through active engagement and continuous planning. Intended clients include individuals seeking to take charge of their financial future, whether they are just starting out or managing long-term wealth.Explore more
Shepard Financial Org Chart
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Shepard Financial financials insights
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2021
Debt
$45K
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shepard FINANCIAL offers comprehensive financial planning and investment management services tailored to meet the unique needs of clients at various stages of their financial journey. Their approach emphasizes personalized strategies that align with clients' goals, values, and life circumstances, ensuring a cohesive framework for managing cash flow... Read More
