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Shepard Financial

Finance · Maine, United States · <25 Employees

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About

Headquarters

701 Rte 1 Ste 4, Yarmouth, Maine, 04096, United...

Phone Number

(207) 847-4032

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Who is Shepard Financial

And you are exactly right. Your financial nature is the key to greater wealth & health. It takes money to make money. is a famous cliché. In honor of St. Valentines Day, Id like to explore this cliché with you by looking at it through the lens of other currency. By taking money out of the As we step into 2021, so many were awaiting the results of the Georgia run-off to finalize what 2021 will look like on the investment front. However, designing a portfolio based on political outcomes is, on some level, a fools Many wealth management firms are embracing holistic financial planning which is a trend based on improved client relationships and a more client-centered approach to planning & wealth management. This is good news! Its meant to better serve individual clients and People do not retire. They are retired by others. ~Duke Ellington Retirement is usually held up as something we all must prepare, plan and save for because its the ultimate, natural end-game. However, there is nothing natural about it. In As many of you know, we are developing an educational arm, Currency Camp, which will start out teaching kids to know & embrace their natures then move into much needed financial literacy skills. The first actionable step, we thought, was to Where are you in life and what does that mean for your financial plan? There is a time to work, a time to relax, a time for joy, a time to help others, and a time to be helped by Securities offered through LPL Financial. Member FINRA/SIPC. (Links below.) Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and shepard FINANCIAL are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: ME, AZ, SC, CT, FL, IL, MA, NH, NJ, NY, OH, VA, and WA.Read more

Shepard Financial's Social MediaPopular Searchesshepard FINANCIALShepardfinancialshepard FINANCIAL & LPLSIC Code 62,628NAICS Code 52,523Show more

Shepard Financial Org Chart

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Nathan Waller

Director, Operations

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Mar 18 2021
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Frequently Asked Questions regarding Shepard Financial

Where is Shepard Financial located?
Shepard Financial's headquarters are located at 701 Rte 1 Ste 4, Yarmouth, Maine, 04096, United States
What is Shepard Financial's phone number?
Shepard Financial's phone number is (207) 847-4032
What is Shepard Financial's official website?
Shepard Financial's official website is www.shepard-financial.com
What is Shepard Financial's Revenue?
Shepard Financial's revenue is <$5 Million
What is Shepard Financial's SIC code?
Shepard Financial's SIC: 62,628
What is Shepard Financial's NAICS code?
Shepard Financial's NAICS: 52,523
How many employees does Shepard Financial have?
Shepard Financial has <25 employees
What industry does Shepard Financial belong to?
Shepard Financial is in the industry of: Finance General, Finance
What is Shepard Financial competition?
Shepard Financial top competitors include: Poulos Advisors, Meridian Wealth Advisors, Waterstone Private Wealth Management, Stockade Wealth Management
What technology does Shepard Financial use?
Some of the popular technologies that Shepard Financial uses are: Squarespace Online Stores, Bitly, Adobe Typekit, YouTube
How do I contact Shepard Financial?
Shepard Financial contact info: Phone number: (207) 847-4032 Website: www.shepard-financial.com
What does Shepard Financial do?

And you are exactly right. Your financial nature is the key to greater wealth & health. It takes money to make money. is a famous cliché. In honor of St. Valentines Day, Id like to explore this cliché with you by looking at it through the lens of other currency. By taking money out of the As we step into 2021, so many were awaiting the results of t... he Georgia run-off to finalize what 2021 will look like on the investment front. However, designing a portfolio based on political outcomes is, on some level, a fools Many wealth management firms are embracing holistic financial planning which is a trend based on improved client relationships and a more client-centered approach to planning & wealth management. This is good news! Its meant to better serve individual clients and People do not retire. They are retired by others. ~Duke Ellington Retirement is usually held up as something we all must prepare, plan and save for because its the ultimate, natural end-game. However, there is nothing natural about it. In As many of you know, we are developing an educational arm, Currency Camp, which will start out teaching kids to know & embrace their natures then move into much needed financial literacy skills. The first actionable step, we thought, was to Where are you in life and what does that mean for your financial plan? There is a time to work, a time to relax, a time for joy, a time to help others, and a time to be helped by Securities offered through LPL Financial. Member FINRA/SIPC. (Links below.) Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and shepard FINANCIAL are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: ME, AZ, SC, CT, FL, IL, MA, NH, NJ, NY, OH, VA, and WA.Read More

What are Shepard Financial social media links?
Shepard Financial Linkedin page Shepard Financial Twitter page Shepard Financial Facebook page
Is Shepard Financial a public company?
Shepard Financial is private company therefore does not currently have an official ticker symbol
See more information about Shepard Financial

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