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9AM - 3PM
5555 Odana Rd #104, Madison“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!“
8AM - 4:30PM
7633 Ganser Way, Madison“Jordan is a wealth of knowledge and always puts my families need first. He makes understanding the complexity of his job easier. I would recommend him to anyone.“
8AM - 4PM
110 Enterprise Dr STE 103, Verona“My husband and I have been very happy with our service at Wealth Distribution Strategies. Not only do we get great asset management, but also educational classes to build our understanding and connection to other financial service providers to keep us advised and protected.We also really enjoy the annual social activities and fundraisers that they put on to support clients and the community.The staff is great to work with and very accommodating!“
Financial Planners
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Financial Planners
Financial Planners
Financial Planners
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