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shepard FINANCIAL Employee Directory

Financial ServicesMaine, United States0-1 Employees

shepard FINANCIAL is a financial services firm based in Yarmouth, Maine. It provides a comprehensive suite of financial management and planning services aimed at helping clients align their money with life goals and maintain greater control over their financial well-being. Its planning offerings cover estate, income tax, protection, financial position analysis, investment planning, and retirement planning.

The firm also offers a range of financial products, including annuities, ETFs, stocks and bonds, certificates, IRAs, and a 529 plan. Investment and advisory services are offered in collaboration with LPL Financial, a registered broker-dealer, while independent investment advice is provided by Flagship Harbor Advisors; these entities operate separately from LPL. The company notes that it is registered to do business in multiple states.

Find shepard FINANCIAL employees' phone numbers or email addresses

shepard FINANCIAL Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

shepard FINANCIAL's Leadership

  • Stylized image of a person
    T. W.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. S.
    Owner
    Phone icon
    Mobile Phone

shepard FINANCIAL Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from shepard FINANCIAL

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. S.
    Owner
    Phone icon
    Mobile Phone
    United StatesTexas
    Apr 26, 2025
  • Stylized image of a person
    T. W.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
    United StatesMaine
    Feb 03, 2025

Frequently Asked Questions

What is shepard FINANCIAL known for?

Minus sign iconPlus sign iconshepard FINANCIAL operates in the Financial Services industry. The company's main headquarters is located in 45 Forest Falls Drive Yarmouth, Maine 04096 United States; you can contact the main corporate office by phone at
+1-207-847-****
. Explore shepard FINANCIAL's company overview page for more information.

What is shepard FINANCIAL's most common email format?

Minus sign iconPlus sign iconshepard FINANCIAL employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more shepard FINANCIAL email formats with LeadIQ.

How many employees does shepard FINANCIAL have currently?

Minus sign iconPlus sign iconshepard FINANCIAL has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are shepard FINANCIAL's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, shepard FINANCIAL's key employees include:

  • Chief Investment Strategist: T. W.
  • Owner: H. S.

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