Shepherd Wealth Group 1 Byram Brook Place, Armonk, NY 10504

● Open
5 3
Location & Phone number
Hours open
Photos
About Us
Reviews

About the Business

Shepherd Wealth Group is a reputable finance institution located at 1 Byram Brook Place in Armonk, New York, United States. With a team of experienced financial professionals, Shepherd Wealth Group offers a range of services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or estate planning, Shepherd Wealth Group is dedicated to providing personalized solutions to meet your financial goals. Trust Shepherd Wealth Group to guide you towards a secure financial future.

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  • Shepherd Wealth Group
  • Shepherd Wealth Group

Location & Phone number

Directions

1 Byram Brook Pl Ste 101, Armonk, NY 10504, United States

shepherdwealthgroup.com
Website

Hours open

Monday:

09:00 - 17:30

Tuesday:

09:00 - 17:30

Wednesday:

09:00 - 17:30

Thursday:

09:00 - 17:30

Friday:

09:00 - 17:30

Saturday:

Closed

Sunday:

Closed

Reviews

ANM:
5

"I was referred to Steve and Joe at Shepherd Wealth a few years back to set up a qualified plan. I didn't understand the concepts, and it didn't seem like something that would fit my firm. If it weren’t for Steve taking the time to educate me on my options within qualified plans, to work for both my tax needs and as a benefit for my employees, I most likely would have just passed on the concept. In hindsight, I would have regretted that decision. I am very grateful for his ongoing education and expertise."

1 year ago
Anthony Saladino:
5

"i've worked with Steve and Joe for many years, long time satisfied client. As my business has evolved, Steve has been there to guide us and top tier tax planning strategies all while providing hands on customer support. Thank you for making this stressful part of the business a whole lot easier"

1 year ago
JEFFREY A CHIULLI:
5

"The best in the business, plain and simple. The team at Shepherd is made up of your most honest and humble advanced consultants. Their skillset is bar NONE. Their genuine care for me, my family, and my business is always on display. The white glove service, as well as their education in this space has felt right from the very beginning. They have reduced my personal taxes through their creative planning strategies for many years and will be my team far into the future."

1 year ago
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