Services Offered
Retirement Planning
Comprehensive strategies for retirement savings, income planning, and pension management tailored to your long-term goals.
Investment Management
Personalized investment portfolio management with regular reviews and adjustments to optimize growth and align with your needs.
Wealth Building Advice
Expert guidance for early-career professionals and families to build wealth through smart financial decisions and education.
401k and Pension Transfers
Assistance with transferring and consolidating retirement accounts from previous employers for better growth opportunities.
Financial Education
Patient, easy-to-understand education on financial basics and investment decisions for clients new to financial planning.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
E
Ellen Olson
via Google
about 1 year ago
Ryan has been helping my husband and me with our retirement finances for almost 4 years now. He is very professional and yet feels like a part of our family since we have gotten to know him. We appreciate his attention to detail and communication to us when decisions need to be made. We have been very pleased in working with him and would highly recommend him to others!
C
Carson Jenkinsvia Google
about 1 year ago
I just graduated from school this last year and started my career. My wife and I were looking for financial advice to plan for the future and build our wealth. Ryan has been super helpful and professional helping answering our many questions and helping us build a plan. Would definitely recommend!
R
Raine Stublaskivia Google
almost 2 years ago
I had not worked with a financial advisor before and needed basic education that was easy to understand. Also, I had a 401k and Pension from my previous employer that needed to transfer to other institutions for better growth. George at Shepherd Financial has been immensely helpful and patient with my learning process. We have proven results with his investment decisions and I am very happy with the outcome. The entire staff has been professional and friendly. I feel fortunate that I found a great investment group. I now refer friends and family to Shephard Financial.
K
Karen Roscoevia Google
over 2 years ago
I switched from another financial advisory firm to Shepherd Financial about 2 years ago. Ryan Bell and George Heathcote took the time to understand my needs, and not only put together an excellent plan for me, but facilitate the transfer of my investments. We meet regularly to review how things are going and make adjustments, and Ryan is super good about explaining his recommendations and answering any questions I have. If you're looking for personalized and professional financial planning, you've come to the right place!
T
Thiede Familyvia Google
over 2 years ago
My husband and I have used Ryan as our financial advisor for approximately 3+ years. He is very professional, and takes the time to build a relationship with you and your family, so he can better serve your financial needs. His attention to detail and communication is outstanding! We highly recommend Ryan and Shepherd Financial Advisors!
