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Stifel | Shepard Wealth Management

Name: Stifel | Shepard Wealth Management
Address: 6100 Fairview Road, Charlotte, NC, 28210, USA
Telephone: (704) 554-6039

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6100 FAIRVIEW ROAD STE. 700 CHARLOTTE, NC 28210 Get Directions

(704) 554-6039

http://www.magayshepard.com/

shepardm@stifel.com

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Business Info

Founded --
Incorporated
Annual Revenue --
Employee Count 12
Industries Financial Services
Contacts Meggan McCullough

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Company Summary

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.

VERIFIED Status: UNVERIFIED

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Hours

Sunday --
Monday 8:00^AM - 5:00^PM
Tuesday 8:00^AM - 5:00^PM
Wednesday 8:00^AM - 5:00^PM
Thursday 8:00^AM - 5:00^PM
Friday 8:00^AM - 5:00^PM
Saturday --

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