Company Information

Get to know Shepherd Financial

Founded in 2005, Shepherd Financial is a registered investment adviser that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm offers two primary services: consulting for corporate retirement plans (like 401(k)s and 403(b)s) to help employers manage their fiduciary responsibilities, and personalized wealth management for individuals and families, which includes financial planning, investment management, and retirement planning. Their mission is to provide objective, expert guidance to help clients navigate complex financial decisions and achieve their long-term goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Shepherd Financial

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.