Shepherd Financial Partners Email Formats
Financial Services • 
Winchester, Massachusetts, United States • 11-20 Employees
Shepherd Financial Partners Email Formats
Shepherd Financial Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@shepherdfinancialpartners.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@shepherdfinancialpartners.com | 81.8% |
{first name}.{last name} | john.doe@shepherdfinancialpartners.com | 18.2% |
Key Contacts at Shepherd Financial Partners
Mark Shepherd
Ceo, Founder
Steven L. Kuhlman
Managing Director And Wealth Advisor
Particia Manko
Chief Marketing Officer
Patty Manko
Chief Marketing Officer
Company overview
| Headquarters | 1004 Main St., Winchester, MA 01890, US |
| Phone number | +17817294356 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Divorce, Retirement, Wealth Transition, Business Transitions, Special Needs Planning |
| Founded | 1990 |
| Employees | 11-20 |
| Socials |
About Shepherd Financial Partners
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients’ expectations. We conduct our business in a highly ethical manner and always put our clients’ needs first. Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Shepherd Financial Partners and LPL Financial are separate entities. The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit www.shepherdfinancialpartners.com. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
Shepherd Financial Partners has 12 employees across 7 departments.
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Funding Data
Shepherd Financial Partners has never raised funding before.
Shepherd Financial Partners Tech Stack
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