Shepherd Financial

  • Financial Services
  • Carmel IN
  • 48 employees
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Company Overview

Headquarters
111 Congressional Blvd Suite 100, Carmel IN
Website
shepherdfin.com
Phone
(626) 932-5729
Employees
48
Founded in
2015
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$4B

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Who is Shepherd Financial

It seems like you're trying to craft a message about financial services, possibly for a company called "Shepherd Financial." Here's a breakdown of what I understand and some suggestions to make your message clearer and more impactful: **What I Understand:** * **You want to highlight the value of financial services.** You mention "helping people" and "giving them confidence." * **You might be emphasizing a specific type of service:** The mention of "retirement" and "investments" suggests you could be focusing on retirement planning or investment advice. * **You're likely trying to build trust and credibility:** You include mentions of "established process," "quality," and affiliations with organizations like FINRA/SIPC. **Suggestions for Improvement:** 1. **Be Specific:** Instead of general statements, focus on the specific problems you solve and the benefits you offer. For example: * **Instead of:** "We help people." * **Try:** "We help individuals plan for a secure retirement." 2. **Target Your Audience:** Who are you speaking to? Tailor your language and benefits to their needs. Are you targeting young professionals, families, or retirees? 3. **Use Strong Call to Action:** What do you want people to do after reading your message? Encourage them to contact you, visit your website, or learn more. 4. **Simplify the Language:** Avoid jargon and complex terms. Use clear, concise language that everyone can understand. 5. **Proofread Carefully:** Ensure there are no grammatical errors or typos. **Example of a Revised Message:** "Planning for a comfortable retirement can be overwhelming. At Shepherd Financial, we provide personalized guidance and investment strategies to help you achieve your financial goals. Our experienced advisors will work with you to create a plan that meets your unique needs and risk tolerance. Contact us today for a free consultation and start building your future." Let me know if you have a specific target audience or service in mind, and I can help you craft a more tailored message.

Company Leadership

Steve Wylam

Partner

Phone Email
Alex Sylvester

Partner

Phone Email

Shepherd Financial Industry Tags

Fiduciary Guidance
Investment Selection and Monitoring
Partipant Education
Retirement Readiness Analysis
Individual Wealth Management
Employee Engagement
Financial Wellness
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Shepherd Financial Tech Stack

JavaScript
HTML
PHP
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Companies Similar to Shepherd Financial

Analyze industry trends and opportunities by examining competitors and companies comparable to Shepherd Financial, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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4M 9 New York, NY 2016
4M 13 Dover, DE 2015
4M 3 Pittsford, NY
4M 21 Tempe, AZ
4M 75 Winston Salem, NC 2017
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FAQ

What is the location of Shepherd Financial's headquarters?
The headquarters of Shepherd Financial are situated at 111 Congressional Blvd Suite 100, Carmel IN
What is Shepherd Financial's phone number?
Shepherd Financial's contact number is (626) 932-5729.
What is Shepherd Financial's official website?
The official website of Shepherd Financial can be found at shepherdfin.com.
What is Shepherd Financial's current revenue?
As of February 2019, Shepherd Financial's annual revenue reached $4B.
How many employees does Shepherd Financial currently have?
Shepherd Financial employs approximately 48+ people as of February 2019
Which industries is Shepherd Financial primarily operating in?
Shepherd Financial operates in the following industries: Credit, Finance
Who is the Partner of Shepherd Financial?
Shepherd Financial's Partner is Steve Wylam
What are Shepherd Financial's industry tags?
Shepherd Financial's industry tags include: Fiduciary Guidance, Investment Selection and Monitoring, Partipant Education
When was Shepherd Financial founded?
Shepherd Financial was founded in 2015.

Employee Directory

Key Employees

Tom Mayer

Partner

Phone Email

Dave Jacocks

Financial Mentor

Phone Email

David Bauer

Director Investment Management

Phone Email

Miranda Gehrke

Client Solutions Coordinator

Phone Email

Stacy Hilber

Marketing and Media Specialist

Phone Email