Stifel | Shepard Wealth Management Group

Professional ServicesFinancial PlannerCharlotte, North Carolina

Contact

Address
6100 Fairview Road, Ste. 700, Charlotte, North Carolina, 28210
Phone
(704) 554-6039
Website
magayshepard.com/
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.