This profile has been claimed by the business owner or representative.
Shepherd Financial Advisors
- Investment Service
- Madison, WI
About this business
Location details
5555 Odana Rd #104, Suite 104, Madison, WI, 53719, United States
Get directions
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 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
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!
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
Frequently asked questions about Shepherd Financial Advisors
How is Shepherd Financial Advisors rated?
Shepherd Financial Advisors has a 5 star rating with 25 reviews.
When is Shepherd Financial Advisors open?
Shepherd Financial Advisors might be open. It requires an appointment.