Shepard Shepard Wealth Management Team of Raymond James is a Financial planner located in Brooklyn Jacksonville Florida, with multiple great reviews and a track record of being Jacksonville, Florida's top Financial planner, outranking the surrounding competitive market by providing exceptional customer service, unmatched expertise in their field, and real care for the community. If you're in need of a Financial planner, lookup Shepard Shepard Wealth Management Team of Raymond James!
At AnchorPoint Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jacksonville, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
With 25 years in the financial services industry, I specialize in helping business owners uncover unmanaged or undetected risks that may threaten survival of their businesses. I help protect and retain employees and help ensure the continued success of a company through business continuation plans, employee benefits, executive compensation and retirement planning.