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Shepard Financial Services: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and insurance solutions, Shepard Financial Services presents itself as a dedicated provider. Located at 3 Greenville St S, Newnan, GA 30263, United States, the firm offers a range of services designed to assist clients in achieving their long-term goals. Their contact number is 7702512909, and you can find more information at their website: shepardfs.com.

Core Services and Specializations

Shepard Financial Services distinguishes itself through three primary areas of expertise:

Financial Planner: They provide personalized financial planning strategies, encompassing retirement planning, investment management, estate planning, and wealth accumulation. They work closely with clients to understand their unique circumstances and objectives.
Health Insurance Agency: The firm assists clients in navigating the complex world of health insurance, helping them find the most appropriate coverage options for their needs and budgets.
Life Insurance Agency: Shepard Financial Services offers a variety of life insurance products, designed to protect loved ones and provide financial security in the event of an unexpected loss.

Online Appointments: Clients can schedule appointments remotely, streamlining the process and saving valuable time.
On-Site Services: Traditional, in-person consultations are also available for those who prefer face-to-face interactions.
Accessibility: The office is designed with inclusivity in mind, featuring:
A Wheelchair-Accessible Car Park
A Wheelchair-Accessible Entrance
A Wheelchair-Accessible Toilet
Standard Toilets

It's recommended to schedule an appointment in advance to ensure availability.

Current Feedback and Reputation

Currently, Shepard Financial Services has 0 reviews on Google My Business, resulting in an Average opinion of 0/5. While this indicates a limited current body of feedback, it's essential to note that the company is relatively new to online reviews.

Location and Contact Information

Address: 3 Greenville St S, Newnan, GA 30263, United States
Phone: 7702512909
* Website: shepardfs.com

Recommendation

Based on the services offered and the commitment to accessibility, Shepard Financial Services appears to be a promising option for those seeking expert guidance in financial planning and insurance. Although initial online reviews are absent, the firm's dedication to providing a comprehensive and inclusive service warrants further investigation. We strongly recommend visiting their website, shepardfs.com, to schedule a consultation and discuss your specific needs with a qualified advisor. This proactive step will allow you to gain a deeper understanding of how Shepard Financial Services can assist you in securing your financial future.