Shepherd Wealth & Retirement
Tucson, Arizona 85715
About the Shepherd Wealth & Retirement
Shepherd Wealth & Retirement is a privately held wealth management firm located in Tucson, Arizona. Led by a father and son team, Dave Shepherd, ChFC, CFP® and David W. Shepherd, Jr. CFP®, the firm is independent of corporate influence and provides customized solutions to protect and grow their clients' wealth. Specializing in guiding business owners and successful families, Shepherd Wealth & Retirement ensures access to the best strategies and experts to help clients achieve their financial goals. The team is comprised of Certified Financial Planners and Chartered Financial Consultants who uphold the highest ethical standards and continually strive for excellence. Recognized with the Women's Choice Award® for Financial Advisors, Shepherd Wealth & Retirement is dedicated to providing quality service to all clients. Contact them today at (520) 325-1600 or toll-free at (877) 325-1600, or visit their office at 6300 E. El Dorado Plaza Suite A-200 in Tucson.
Photos of Shepherd Wealth & Retirement
6300 East El Dorado Plaza, Suite A200, Tucson, AZ 85715, United States
Opening hours of Shepherd Wealth & Retirement
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews of Shepherd Wealth & Retirement
"I will never use anyone else. These guys are rock stars!"
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