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Shepherd Financial Logo
Shepherd Financial CB Rank
3386477
Heat Score
54
Shepherd Financial is a company that offers estate, tax, retirement, debt, investment planning, wealth management, and consulting services.
Founded
obfuscation
Private Woodstock, Georgia, United States1-10 shepherdfinancialplanning.com
Consulting
Risk Management
Tax Consulting
Wealth Management
Overview

Shepherd Financial
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Shepherd Financial

CB Rank
3386477
Shepherd Financial is a company that offers estate, tax, retirement, debt, investment planning, wealth management, and consulting services.
Founded
obfuscation
Private Woodstock, Georgia, United States1-10 shepherdfinancialplanning.com
Consulting
Risk Management
Tax Consulting
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 1 (770) 405-9231
Contact Email lee.hyde@shepfin.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Comprehensive management of personal finances to meet life goals, including retirement, investments, taxes, and estate planning.
Retirement Planning
Development of strategies to build, protect, and distribute retirement assets ensuring income throughout retirement.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$99.1KThis year, Shepherd Financial is projected to spend $99.1K on IT, according to Aberdeen.

Active Website Tech Count

30Shepherd Financial is actively using 30 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Shepherd Financial's headquarters? Shepherd Financial is located in Woodstock, Georgia, United States.Who are Shepherd Financial's competitors? Alternatives and possible competitors to Shepherd Financial may include The Gleason Group, UDB Financial, and  Capital Wealth Advisors.
Who We Are
What We Do
Helpful Links
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