About Us
About Us
Founded by Steve Shepard more than 40 years ago, Shepard Insurance Group is an insurance industry leader specializing in creating custom insurance plans for high net-worth families. In 2009, Kyle Shepard joined Steve to ensure the business will move into the next generation.
Read More
Our Approach
Our Approach
Our approach begins with a personal meeting with each client during which we establish a clear understanding of the personal needs of each individual case. This is the foundation on which we develop a customized plan. This approach is key to eliminating exposure.
Read More
Our Coverages
Our Coverages
Implementing comprehensive insurance coverage requires identifying any exposure and matching that with expert advise to ensure all options are considered and result in the proper solution. Each case is unique and our approach allows us to adapt to individual client needs.
Read MoreCoverages
how we can help
Personal Insurance
At Shepard Insurance we know that every client is unique, therefore we tailor insurance plans to suit that individuality. We meet our clients and visit their properties to get a very clear idea of each client’s personal needs.
Life Insurance
Financial security takes lifelong planning. Life insurance helps realize financial stability by ensuring your dependents have guaranteed future income, a key to financial security. Shepard will help you secure your future.
Executive Benefits
Whether to secure “Golden Handcuffs” or to add income incentives, implementing “key” executive benefits is important to career success. Protecting a critical employee for the future requires planning.
Commercial Insurance
At Shepard we know that a thorough commercial insurance plan will make a business safe from unexpected events. Sealing off risk by containing exposure with the right insurance policies is the key to a successful future.
Call: 203-637-6655
Current Topics
what's going on
A second opinion can add value
203-637-6655
Our Partners
the best services
