Shepherd Financial Partners LLC
Nome legal: SHEPHERD FINANCIAL PARTNERS, LLC
Detalhes completos de contato
Shepherd Financial Partners LLC
1004 MAIN STREET, WINCHESTER, MA
781-756-1804
781-729-4356
Outras informações
A Shepherd Financial Partners LLC é uma Empresa de Responsabilidade Limitada de Delaware com 27 funcionários, incluindo 11 que trabalham em funções consultivas, e uma base de clientes de 33 pessoas. A empresa é aprovada pela SEC, com uma data de registro de 24 de agosto de 2015.
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.
Proprietários diretos
-
JANE GOLDEN LAWLER
CHIEF OPERATING OFFICER é proprietária menos de 5%
-
ROBERT MARK SHEPHERD
CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER é proprietária 75% ou mais
-
STEVE LEE KUHLMAN
MANAGING DIRECTOR é proprietária menos de 5%
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