Todd "Todd" Shepard

Credentials:
  • CFP®

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Estate Planning, Financial Education, Business Succession Planning, Risk Management Strategies

Languages: English

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

Education

Bryant College (1977-1981)

Hobbies

Golf
Kayaking
Paddle Boarding
Rock Polishing

Community Involvement

Columbia Town Finance Board

See Todd’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Todd

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New England Financial Group

Satellite Office

65 Lasalle Road Suite 200
West Hartford, CT 06107-2374

CRN201912-180567