2525 Route 332
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on research with an in-depth understanding of each client’s financial needs. Sheppard Mosher is dedicated to fostering honest and responsive relationships with those we serve as we help them achieve financial confidence.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 585-396-0926 today!
Investment advisory services offered through Kalos Management Inc. at 11525 Park Woods Circle, Alpharetta, GA 30005. 678.356.1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos Management Inc.
*These services are referred to other professionals.
**Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.