`

Shepherd Financial Partners

Financial Services

Specialities :
Wealth transition
Divorce
Retirement
Special needs planning
And business transitions
revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Shepherd Financial Partners

What does Shepherd financial partners do?+

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...

What are Shepherd financial partners's specialties? +

Wealth transition,divorce,retirement,special needs planning,and business transitions

What is Shepherd financial partners's industry? +

Shepherd financial partners operates in the Financial services industry.

What is Shepherd financial partners's revenue? +

Shepherd financial partners's revenue is 11m - 100m

What is Shepherd financial partners's company size? +

Shepherd financial partners has 11 - 50 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.