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Mark J.
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Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients expectations. We conduct our business in a highly ethical manner and always put our clients needs first. Financial planning and investment advice offered through...
Wealth transition,divorce,retirement,special needs planning,and business transitions
Shepherd financial partners operates in the Financial services industry.
Shepherd financial partners's revenue is 11m - 100m
Shepherd financial partners has 11 - 50 employees.
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