Shepherd Financial Group

Finance · Virginia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

283 Constitution Dr Ste 800, Virginia Be...

Phone Number

(757) 777-3159

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Shepherd Financial Group

Shepherd Financial Group specializes in comprehensive financial planning, aiming to simplify clients' financial lives and help them achieve financial independence. They emphasize a collaborative approach, allowing clients to take charge of their finances while ensuring coordination with legal and accounting professionals. Their services cater to individuals seeking clarity in their wealth management, including assistance with retirement planning and investment strategies. The firm is particularly focused on providing personalized resources and support to enhance their clients' financial wellbeing.Explore more
Popular SearchesShepherd Financial GroupBroadridge Financial Solutions IncMuhlendorfShepherd Financial GroupBroadridge Investor Communication Solutions IncMuhlendorfShepherd FinancialSIC Code 62,628NAICS Code 52,523Show more

Shepherd Financial Group Org Chart

PhoneEmail
NP
United States flag for contact location.

Financial Planner

PhoneEmail
GS
United States flag for contact location.

CFP, CBEC, ChFC, CLU

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Shepherd Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Shepherd Financial Group

Compare insights from companies similar to Shepherd Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shepherd Financial Group

<$5M
1-10
Private
-
2016
NP
Nicholas ParrFinancial Planner
$5.4M
11-50
Private
-
-
<$5M
1-10
Private
-
-
SF
Seth FisherAssistant VP, Business Resilience
<$5M
11-50
Private
-
-
TM
Trudi MullerPractice Operations Director, Brokerage
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
JT
J. TauzinPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shepherd Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shepherd Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shepherd Financial Group.

Shepherd Financial Group Tech Stack

A closer look at the technologies used by Shepherd Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Shepherd Financial Group

What is Shepherd Financial Group's official website?
Shepherd Financial Group's official website is www.shepherdfinancialgroup.com
What is Shepherd Financial Group's Revenue?
Shepherd Financial Group's revenue is <$5 Million
What is Shepherd Financial Group's SIC code?
Shepherd Financial Group's SIC: 62,628
What is Shepherd Financial Group's NAICS code?
Shepherd Financial Group's NAICS: 52,523
How many employees does Shepherd Financial Group have?
Shepherd Financial Group has 1-10 employees
What industry does Shepherd Financial Group belong to?
Shepherd Financial Group is in the industry of: Finance, Securities Trading
What is Shepherd Financial Group competition?
Shepherd Financial Group top competitors include: K&G Financial Services, Lincoln Financial Advisors, Broadridge Financial Solutions, Tauzin Financial Group
What companies has Shepherd Financial Group acquired?
Shepherd Financial Group has acquired the companies: Jefferson-Pilot Corporation, The Administrative Management Group
What technology does Shepherd Financial Group use?
Some of the popular technologies that Shepherd Financial Group uses are: reCAPTCHA, Cloudflare Website Optimization, JQuery 1.11.1, Adwerx
How do I contact Shepherd Financial Group?
Shepherd Financial Group contact info: Phone number: (757) 777-3159 Website: www.shepherdfinancialgroup.com
What does Shepherd Financial Group do?

Shepherd Financial Group specializes in comprehensive financial planning, aiming to simplify clients' financial lives and help them achieve financial independence. They emphasize a collaborative approach, allowing clients to take charge of their finances while ensuring coordination with legal and accounting professionals. Their services cater to in... dividuals seeking clarity in their wealth management, including assistance with retirement planning and investment strategies. The firm is particularly focused on providing personalized resources and support to enhance their clients' financial wellbeing.Read More

Is Shepherd Financial Group a public company?
Shepherd Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Shepherd Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.