Advisement

We work with our clients to help them understand and address their fiduciary obligations. We have extensive experience as a fiduciary advisor for company savings plans and can offer full service solutions for 401(k), profit sharing and defined benefit pension needs.

SHEPHERD FINANCIAL PARTNERS
1004 Main Street
Winchester, MA 01890

Phone: 781.756.1804
Fax: 781.729.4356
Email: mark.shepherd@shepherdfinancialpartners.com

Special Needs Financial Planning, a division of Shepherd Financial Partners