Shepherd Wealth Advisors - Mt Vernon, Illinois
Address: 3307 Broadway St # 150, Mt Vernon, IL 62864, United States.
Phone: 6182488086.
Website: shepherdwealthadvisors.com
Specialties: Investment service, Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Shepherd Wealth Advisors
⏰ Open Hours of Shepherd Wealth Advisors
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Shepherd Wealth Advisors
Shepherd Wealth Advisors is a highly reputable financial planning firm located in Mount Vernon, Illinois. Established with the goal of providing bespoke financial advice to clients, they have built a strong reputation for their personalized and attentive service. With a strong focus on investments and financial planning, they have become a trusted name in the industry.
The firm is led by experienced financial advisor, McCabe, who has been helping clients navigate their financial futures for over 10 years. His dedication to understanding each client's unique financial situation and goals, combined with his extensive knowledge of the financial markets, has earned him a loyal clientele.
Shepherd Wealth Advisors is committed to offering an array of services to meet their clients' diverse needs. These include investment services and comprehensive financial planning. They also offer on-site services and online appointments for added convenience. The firm is proud to provide a fully wheelchair-accessible environment, including a wheelchair-accessible parking spot and entrance.
One of the standout features of Shepherd Wealth Advisors is their personalized approach. They take the time to get to know each client individually, understanding their financial goals, concerns, and risk tolerance. This allows them to develop tailored strategies that align with each client's unique situation.
Shepherd Wealth Advisors has garnered high praise from their clients. One particularly glowing review states, 'When you get tired of wasting your time at the big box financial firms, call McCabe. Responsive, understanding, empathetic and truly breaks his back to put the needs of you, your family, and your future first. I've never seen anyone work so hard or care so much. Fantastic experience'
With their commitment to personalized service, extensive experience, and wheelchair accessibility, Shepherd Wealth Advisors is an outstanding choice for anyone seeking financial planning and investment advice in Mount Vernon and beyond.
👍 Reviews of Shepherd Wealth Advisors
