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Taylor Shepherd Insurance & Financial Services INC

Based on public information · Profile not yet claimed

Exclusive / Captive Agent — State Farm

Offices: Moundsville · West Virginia
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Taylor Shepherd Insurance & Financial Services INC is an exclusive / captive agency for State Farm licensed in Moundsville, WV. Lines listed: Auto, Home, Life, Renters, Business, Investments, Motorcycle, Condo, Rec Vehicles, Boat, Pet, Annuities, Banking. Founding or history: 2016. Public information is not yet enough for an Agency Match assessment. 7 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Carrier partnerships: based on carriers named on the agency's website.
  • Looking to Buy: not scored for this agency.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: not scored for this agency.

Research

Some research

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Not assessed

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Exclusive-carrier agency: the carrier governs ownership and appointments, so this is not assessed.

Open to Selling

Acquisition Research Fit

Insufficient Evidence

No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Not enough public information for this assessment.

What this rating was based on (0 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

No factor in this rubric was found in public information.

    Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

    Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.

    Not known publicly: Whether the principals want to mentor or be mentored.

    Business Partnerships

    Not assessed

    Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

    Exclusive-carrier agency: the carrier governs ownership and appointments, so this is not assessed.

    Record & channel

    License recordPublicly sourced

    West Virginia resident business-entity license #100211948 (NPN 17802444), licensed at Moundsville, WV

    sbs.naic.org
    ChannelPublicly sourced

    Exclusive / Captive Agent — State Farm

    “State Farm® Insurance Agent - Moundsville, WV Taylor Shepherd T Shepherd Ins and Fin Sv”
    shepfamilyagency.com
    OwnershipUnknown

    Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

    Website: shepfamilyagency.com

    Locations & footprint

    Moundsville, West Virginia

    Operating office · Northern Panhandle

    PublishedBrowse city

    Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

    Highlights

    Auto, Home, Life, Renters, Business, Investments, Motorcycle, Condo, Rec Vehicles, Boat, Pet, Annuities, BankingFounding: 2016

    People & affiliations

    Taylor Shepherd, State Farm Insurance AgentPublished

    State Farm® Insurance Agent - Moundsville, WV Taylor Shepherd T Shepherd Ins and Fin Svc Inc

    Names & entities

    TAYLOR SHEPHERD INSURANCE & FINANCIAL SERVICES INCRecord

    Legal name on license record

    Facts from published sources (7 verified, 1 unverified)

    Carrier channelPublicly sourced

    State Farm

    “State Farm® Insurance Agent - Moundsville, WV Taylor Shepherd T Shepherd Ins and Fin Sv”
    shepfamilyagency.com
    Office locationPublicly sourced

    300 Jefferson Avenue Moundsville, WV 26041-1640

    “300 Jefferson Avenue Moundsville, WV 26041-1640 Located in downtown Moundsville, at the intersection of 3rd St. and Jefferson Ave.”
    shepfamilyagency.com
    FoundingPublicly sourced

    2016

    “Taylor worked in claims and technology implementation before opening the doors to his own State Farm agency in 2016.”
    shepfamilyagency.com
    LeadershipPublicly sourced

    Taylor Shepherd, State Farm Insurance Agent

    “State Farm® Insurance Agent - Moundsville, WV Taylor Shepherd T Shepherd Ins and Fin Svc Inc”
    shepfamilyagency.com
    CarrierPublicly sourced

    State Farm Insurance Agent

    “State Farm® Insurance Agent - Moundsville, WV Taylor Shepherd T Shepherd Ins and Fin Svc Inc”
    shepfamilyagency.com
    Line of businessPublicly sourced

    Auto, Home, Life, Renters, Business, Investments, Motorcycle, Condo, Rec Vehicles, Boat, Pet, Annuities, Banking

    “Insurance and Financial products offered Auto Home Life Renters Business Investments Insurance Motorcycle Condo Rec Vehicles Boat Pet Financial Services Annuities Banking Business Personal”
    shepfamilyagency.com
    Market servedPublicly sourced

    Moundsville, Wheeling, Cameron, Proctor, Glen Dale and surrounding Marshall, Ohio and Wetzel Counties

    “The mission of the Taylor Shepherd State Farm Agency is to provide Moundsville, Wheeling, Cameron, Proctor, Glen Dale and surrounding Marshall, Ohio and Wetzel Counties with reliable insurance coverage they can count on.”
    shepfamilyagency.com
    Show 1 unverified fact (did not pass QA)
    Ownership eventDid not pass QA

    Taylor Shepherd opened his own State Farm agency in 2016

    “Taylor worked in claims and technology implementation before opening the doors to his own State Farm agency in 2016.”

    QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

    shepfamilyagency.com