Shepherd Financial Services

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, affiliated with Citizens Bank N.A., providing a range of investment advisory services and insurance products. It operates under the regulatory oversight of FINRA and SIPC, ensuring compliance and investor protection. In conjunction with Clarfeld Financial Advisors LLC, Citizens Securities offers strategies tailored to individual financial goals, risk tolerances, and time horizons. The firm underscores that investments are subject to risk, including potential loss of principal, and emphasizes the importance of sound investment decision-making. Generated from the website

Ams Management is a professional services firm based in Essex Junction, VT, specializing in providing comprehensive management solutions to businesses of all sizes. With a focus on efficiency and strategic planning, the company offers a range of services to help clients streamline their operations and achieve their business objectives. From financial management to project coordination, Ams Management works closely with clients to identify areas for improvement and implement tailored strategies for success. With a commitment to excellence and client satisfaction, the firm is dedicated to helping businesses thrive in today's competitive market. Generated from their business information

Strategic Wealth Coach is trained in all areas of financial life to minimize the negative issues and maximize the positive opportunities to help you build and maintain wealth, and be able to do what you desire in retirement. Let us help you maximize your investments given your risk tolerance, protect your assets by managing your risk, and assisting with your estate planning. We can help you minimize the impact of taxation on your wealth. Call us today for more information.