Edward Jones - Financial Advisor: Michael Shepard, CFP®|CEPA®|AAMS®|CRPC™

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Michael Shepard is a Certified Financial Planner (CFP®) and financial advisor based in Merrimack, New Hampshire. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Michael focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

Reviews

Location

Business Information