From Shepherd Financial Advisors
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 Financial Group, Inc. To view NEXT Financial Group, Inc.’s privacy policy and other important information, visit the "Customers" section of NextFinancial. com
Google: 5/5
Shepherd Financial Advisors is a financial planning firm that prioritizes helping individuals and families achieve their financial goals and dreams. They are known for their personalized and professional service, taking the time to understand each client's unique needs and building relationships with them. The advisors at Shepherd Financial Advisors, such as Ryan Bell and George Heathcote, are experienced and detail-oriented, providing excellent plans and facilitating the transfer of investments. They utilize the best technology, research, and investment strategies available, and offer comprehensive planning to ensure clients' money is working for them in the way they desire. The firm has a strong reputation for clear and regular communication, with advisors like Ryan being commended for their ability to explain recommendations and answer questions. George is noted for his wisdom, testing, and instinctual knowledge, as well as his promptness, organization, and care for his clients. His expertise and encouraging attitude make him a valuable resource for those seeking guidance on their finances and future. Clients appreciate the flexibility and wide range of options provided by Shepherd Financial Advisors, making it a trusted choice for many. Recently, clients shared positive experiences. One new graduate and their spouse found Ryan very helpful and professional in planning for their future and building wealth. Another client, new to working with a financial advisor, praised George for his patience and help in transferring their 401k and Pension for better growth, expressing happiness with the results. They also mentioned the friendly and professional staff. A long-time client shared that George has been knowledgeable and pleasant to work with over the years. Overall, Shepherd Financial Advisors is seen as a reliable and caring firm dedicated to helping clients achieve their financial goals.