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Shepherd Financial, LLC

35 employees

Shepherd Financial is an advisory company that provides investment strategies, retirement plan consulting, and wealth management services.

Basic info

Industry

financial services

Sectors

Investment Selection and Monitoring
Wealth Management
Fiduciary Guidance
Individual Wealth Management
Partipant Education
Finance
Retirement Readiness Analysis
Employee Engagement
Advice
Financial Wellness

Date founded

2015

FAQ