Paul Bourgeois

Wealth Advisor, CFP at Shepherd Financial Partners - Winchester, MA, US

Paul Bourgeois's Colleagues at Shepherd Financial Partners
Steven Kuhlman

Managing Director and Wealth Advisor

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Robert Paone

Client Relationship Manager

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Brian Davies

Director of Investment Management

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Dillon Russo

Trader/Investment Analyst

Contact Dillon Russo

Patrick Dunk

Client Relationship Manager

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Paul Bourgeois's Contact Details
HQ
781-756-1804
Location
Company
Shepherd Financial Partners
Paul Bourgeois's Company Details
Shepherd Financial Partners logo, Shepherd Financial Partners contact details

Shepherd Financial Partners

Winchester, MA, US • 20 - 49 Employees
Financial Services

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 andsecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRAand SIPC, please refer to ‘Contact Info' section above. For a list of states in which the financialconsultants affiliated with Shepherd Financial Partners are registered to do business, pleasevisit 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.

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Details about Shepherd Financial Partners
Frequently Asked Questions about Paul Bourgeois
Paul Bourgeois currently works for Shepherd Financial Partners.
Paul Bourgeois's role at Shepherd Financial Partners is Wealth Advisor, CFP.
Paul Bourgeois's email address is ***@shepherdfinancialpartners.com. To view Paul Bourgeois's full email address, please signup to ConnectPlex.
Paul Bourgeois works in the Financial Services industry.
Paul Bourgeois's colleagues at Shepherd Financial Partners are Gigi Barnabei, James Lister, Steven Kuhlman, Robert Paone, Brian Davies, Dillon Russo, Patrick Dunk and others.
Paul Bourgeois's phone number is 781-756-1804
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