“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!“
8:30AM - 5PM
452 Water Street, Prairie Du Sac
Financial Planners
“Jill, Trayven and Kari have been fantastic. Always quick to respond, even during busy seasons. They ask the right questions and left me feeling confident that my situation was in good hands. When my eFile got rejected by the IRS, they contacted me immediately to let me know the potential cause and had a paper file printed out and marked for signature that same day so I could drop it off at the post office.Extremely pleased with the quality and professional atmosphere. Would recommend to anyone looking for help.“
Financial Planners
Financial Planners