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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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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!
My husband and I have used Ryan as our financial advisor for approximately 3+ years. He is very professional, and takes the time to build a relationship with you and your family, so he can better serve your financial needs. His attention to detail and communication is outstanding! We highly recommend Ryan and Shepherd Financial Advisors!
My wife and I have known George personally for about 10 years. George and his team are an invaluable resource for our growing family. If anyone is wondering about their finances and future, you can trust George and his team. Recently he founded their firm, to better serve and have more options for his clients. As an independent business owner I greatly appreciate this, as you really do get the best products paired with all of his expertise. Professionally he is very prompt, organized, detailed, and you can tell he really car... read more
I casually know both George and Ryan. They are personable! George is the advisor I deal with. George has been advising my investments since 2018. George responds promptly to my questions and is very professional. George takes the time to listen and implements different strategies. Highly recommend using George and Ryan of Shepherd Financial Advisors. Bob Bates
My experience with Shepherd Financial has been nothing but outstanding. Every conversation with their staff has been incredibly helpful, and insightful. Their communication, organization, and ability to relate to their clients is top notch. The technology is super simple to use as well!
Frequently asked questions about Shepherd Financial Advisors
How is Shepherd Financial Advisors rated?
Shepherd Financial Advisors has a 5 star rating with 13 reviews.
When is Shepherd Financial Advisors open?
Shepherd Financial Advisors might be open. It requires an appointment.