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!
April 2024
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 refer friends and family to Shephard Financial.
April 2024
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!
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!
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 refer friends and family to Shephard Financial.
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!