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Julie Webb Email
Director - Retirement Plan Compliance . Shepherd Financial
Carmel, IN
LocationPrimary Email
How to contact Julie Webb
Join and see Julie's contact info for free!Current Roles
Employees:
41Revenue:
$6.9MAbout
We believe in making a difference in employees' lives by helping them on a path for a successful retirement. Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service. We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.Shepherd Financial Address
111 Congressional BlvdCarmel, IN
United States