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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 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
My husband and I have been working with George from Shepherd Financial Advisors for many years now. He has been very knowledgeable about our investments and is always pleasant to work with!
George asks so many questions about me and my goals. He listens carefully to my needs and wants and provides well thought out suggestions from his wide array of resources to best suit me. I thoroughly trust George and Shepherd Financial Advisors with my financial future.
My experience with Shepherd, financial has been outstanding Ryan Bell, and George Heathcote work with me to move my finances from a different financial advisory firm, and they were very professional and knowledgeable and very friendly. They understood my needs and took the time to explain the things that I had questions about I highly recommend Shepherd financial advisors.
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!
Frequently asked questions about Shepherd Financial Advisors
How is Shepherd Financial Advisors rated?
Shepherd Financial Advisors has a 5 star rating with 21 reviews.
When is Shepherd Financial Advisors open?
Shepherd Financial Advisors might be open. It requires an appointment.