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Shepherd Financial Advisors
- Investment Service
- Madison, WI
About this business
At Shepherd Financial Advisors, we are passionate about helping everyone reach their financial goals and dreams. We have access to the best technology, research, and investment strategies in the marketplace to help our clients succeed. We have a strong emphasis on holistic, comprehensive planning, and making sure that your money goes to work the way you want it to. Securities and investment advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Shepherd Financial Advisors is not an affiliate of NEXT... read more
Location details
5555 Odana Rd #104, Suite 104, Madison, WI, 53719, United States
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Ryan has been helping my husband and me with our retirement finances for almost 4 years now. He is very professional and yet feels like a part of our family since we have gotten to know him. We appreciate his attention to detail and communication to us when decisions need to be made. We have been very pleased in working with him and would highly recommend him to others!
I just graduated from school this last year and started my career. My wife and I were looking for financial advice to plan for the future and build our wealth. Ryan has been super helpful and professional helping answering our many questions and helping us build a plan. Would definitely recommend!
I’m so grateful to have all my financial needs met and taken care of through Shepherd Financial advisors! They are wonderful people to work with and take the time to curate a financial plan that works best for their clients.
I switched from another financial advisory firm to Shepherd Financial about 2 years ago. Ryan Bell and George Heathcote took the time to understand my needs, and not only put together an excellent plan for me, but facilitate the transfer of my investments. We meet regularly to review how things are going and make adjustments, and Ryan is super good about explaining his recommendations and answering any questions I have. If you're looking for personalized and professional financial planning, you've come to the right place!
I had not worked with a financial advisor before and needed basic education that was easy to understand. Also, I had a 401k and Pension from my previous employer that needed to transfer to other institutions for better growth. George at Shepherd Financial has been immensely helpful and patient with my learning process. We have proven results with his investment decisions and I am very happy with the outcome. The entire staff has been professional and friendly. I feel fortunate that I found a great investment group. I now ref... read more
Frequently asked questions about Shepherd Financial Advisors
How is Shepherd Financial Advisors rated?
Shepherd Financial Advisors has a 5 star rating with 26 reviews.
When is Shepherd Financial Advisors open?
Shepherd Financial Advisors might be open. It requires an appointment.