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11-50 employees
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Financial Services
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111 Congressional Blvd, Suite 100, Carmel, IN 46032, US
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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.
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Shepherd Financial, LLC Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
100%
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The widely used Shepherd Financial, LLC email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.
To contact Shepherd Financial, LLC customer service number call here 844-975-4015. To contact Shepherd Financial, LLC customer service number in your country click here to find.
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