Shepherd Financial Advisors
5555 Odana Road, Madison, WI 53719
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Shepherd Financial Advisors is a leading finance and insurance agency located at 5555 Odana Road in Madison, Wisconsin, United States. With a team of experienced financial experts, Shepherd Financial Advisors provides top-notch financial planning and insurance services to help clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or protect your assets, Shepherd Financial Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust Shepherd Financial Advisors to guide you towards a more secure financial future.
Reviews
"My experience with Shepherd, financial has been outstanding Ryan Bell, and George Heathcote work with me to move my finances from a different financial advisory firm, and they were very professional and knowledgeable and very friendly. They understood my needs and took the time to explain the things that I had questions about I highly recommend Shepherd financial advisors."
"I enjoy working with Shepherd Financial Advisors. They are true professionals who tailor things to my desires and needs. They are very responsive and give sound advice."
"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!"
"My husband and I have used Ryan as our financial advisor for approximately 3+ years. He is very professional, and takes the time to build a relationship with you and your family, so he can better serve your financial needs. His attention to detail and communication is outstanding! We highly recommend Ryan and Shepherd Financial Advisors!"
"My wife and I have known George personally for about 10 years. George and his team are an invaluable resource for our growing family. If anyone is wondering about their finances and future, you can trust George and his team. Recently he founded their firm, to better serve and have more options for his clients. As an independent business owner I greatly appreciate this, as you really do get the best products paired with all of his expertise. Professionally he is very prompt, organized, detailed, and you can tell he really cares about helping on any level. His knowledge is wise, tested and instinctual. Through the years I always enjoy talking with George and he naturally has a spirit of encouragement. We are grateful for all they do."
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