Reviews for Shepherd Wealth Management

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  • Jun 2023

    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...read full review

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Hours

Monday: 9AM - 6PM
Tuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Shepherd Wealth Management

73 Cavalier Blvd STE 209, Florence

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