Jennifer Shepley, CFP®, has a Master’s degree in Education and is licensed in many states as an insurance producer and agent. She is also a Registered Representative, member of NAIFA, and the Bristol County Estate Planning Council.
Joining her father in the practice he established in 1959, Jennifer studied under him and became sole proprietor in 2011. Our focus on providing confidence for families and personal and small business planning continues in this our 24th year.
Why choose us? Our pledge of continuing service to clients and our community, sound financial advice based on experience, empowered to select your solutions from dozens of companies.
Registered Representative and Financial advisor of Park Avenue Securities, CA insurance license #0D03795
