Shepherd Financial Partners LLC
Offizieller Name: SHEPHERD FINANCIAL PARTNERS, LLC
Vollständige Kontaktdaten
Shepherd Financial Partners LLC
1004 MAIN STREET, WINCHESTER, MA
781-756-1804
781-729-4356
Andere Information
Shepherd Financial Partners LLC ist eine Delaware Limited Liability Company mit 27 Mitarbeitern, darunter 11, die in beratenden Funktionen tätig sind, und einer Kundenbasis von 33. Die Firma ist SEC-zugelassen und wurde am 24. August 2015 registriert.
Home - Shepherd Financial Partners
Our Firm Our Story Meet the Team Careers Our Story Founded in 1988 by Mark Shepherd, Shepherd Financial Partners was born of a passion serving clients through their most difficult transitions. We understand that life is complex and ever-evolving. We believe your wealth management strategy should be …
Special Needs Financial Planning
Our CFP professionals provide expert guidance and advice to help you prioritize and make informed decisions when planning for your family's future.
Direkte Eigentümer
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JANE GOLDEN LAWLER
CHIEF OPERATING OFFICER besitzt weniger als 5%
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ROBERT MARK SHEPHERD
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER besitzt 75% oder mehr
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STEVE LEE KUHLMAN
MANAGING DIRECTOR besitzt weniger als 5%
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