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Shipman & Associates
- Financial Services
- Boerne, TX
About this business
As with most other things in life, the key to achieving your long-term financial objectives is comprehensive and integrated planning. My emphasis is on private wealth management. I work in close coordination with you, my clients, and other professionals to provide information on your varying options to (1) Increase Wealth; (2) Minimize Taxation (Estate, Income, Gift, etc.); (3) direct your financial resources to more fully accomplish your stated philanthropic desires. We maintain a small client list to both provide the highe... read more
Location details
920 S Main St, Ste 106A, Boerne, TX, 78006, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
So very many things to consider. Thanks for making it so linear to understand and so easy to take action. These guys made my experience ... fun. It seems weird to say that about finances.
So very many things to consider. Thanks for making it so linear to understand and so easy to take action. These guys made my experience ... fun. It seems weird to say that about finances.
Great job helping us understand our choices. Thanks to you and your team. We were not fully sure what could all be accomplished - but you guys far exceeded our expectations. We feel more "on track" than ever before.
Frequently asked questions about Shipman & Associates
How is Shipman & Associates rated?
Shipman & Associates has a 4.3 star rating with 6 reviews.
When is Shipman & Associates open?
Shipman & Associates is open now. It will close at 6:00 p.m.
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