Shepherd Financial Advisors

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. Shepherd Financial Advisors 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 spirit of encouragement make him a valuable resource for those seeking guidance on their finances and future. As an independent business owner, the appreciation for the flexibility and wide range of options provided by Shepherd Financial Advisors is evident. Securities and investment advisory services are offered through NEXT Financial Group, Inc., but Shepherd Financial Advisors is not an affiliate of NEXT Financial Group, Inc. Clients can access NEXT Financial Group, Inc.’s privacy policy and other important information on the NextFinancial.com website.