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James Lister Email
Wealth Advisor . Shepherd Financial Partners
Winchester, MA
Locationj***********@shepherdfinancialpartners.com
Primary EmailHow to contact James Lister
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Employees:
25Revenue:
$3.7MAbout
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.\r\n\r\nFinancial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Shepherd Financial Partners and LPL Financial are separate entities.\r\nThe financial consultants at Shepherd Financial Partners are registered representatives with and\r\nsecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA\r\nand SIPC, please refer to ‘Contact Info’ section above. For a list of states in which the financial\r\nconsultants affiliated with Shepherd Financial Partners are registered to do business, please\r\nvisit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Shepherd Financial Partners Address
Winchester, MA
United States