Financial Planners near Fort Wright

““

“Being thankful not only shows good manners, but a simple expression of thankfulness can go a long way in relationships and communication with others. It not only enhances our own lives, but makes other people feel appreciated,“

“I have been working with Darren for about a year now. He is very knowledgeable and takes the time to explain everything in a clear and understandable way.“

“I have worked with Legacy Financial for many years and have had such a great experience I decided to share. I tried my hand in the stock market years ago before meeting Legacy, and did not fare very well. Since then, I have put my complete trust in the Legacy Team and the returns have been fantastic and consistently above market averages. My retirement goals are now within sight. In addition to help with my portfolio the Legacy Team suggested and guided me through the process of getting my legal documents in order (Will, Living Will, Power of Attorney, and Trust). All are now stored electronically by Legacy and my family knows where to go in the event something happens to me. I give Legacy Financial Advisors, my highest recommendation.“

““

“We have been there probably more than 25 years. They have continued to give us the best help, protection, in all areas...they have a great team. Office, phone, email - available...“

““

“Shepherd Wealth Management has been an invaluable partner on my journey towards achieving my financial goals. Josh and John possess a wealth of knowledge and expertise in a wide range of financial areas. They took the time to listen attentively, ensuring they understood my specific needs, aspirations, and concerns. Their ability to translate complex financial jargon into easily understandable terms was truly remarkable, empowering me to make informed decisions.What truly sets Shepherd WM apart is their holistic approach to financial planning. They took the time to assess my entire financial landscape, considering factors beyond just investments. They conducted a thorough analysis of my goals, risk tolerance, and future aspirations, allowing them to craft a tailored strategy that aligned perfectly with my objectives. Their emphasis on a long-term perspective and diversified investment portfolio provided me with a sense of security and peace of mind. I wholeheartedly recommend Shepherd WM to anyone seeking a trusted partner for wealth management.“

“My personal experience with Bill has been fantastic, for years now. He’s extremely knowledgeable, personable, kind, helpful, and flat out cares about his clients. I’d recommend him to anyone.“

““

“Always focused on the client's needs. Explains concepts in an understandable way. All team members rock!“

“Matthew O’Bryan has been a tremendous help over the past few years helping me get my finances together, budget, and plan for the future. He breaks things into comprehensible and digestible chunks that makes approaching your finances so much easier. Highly recommend.“