Thompson Financial

Thompson Financial Services Investments and Retirement Planning, Inc. is a well-respected wealth advisory firm based in Cornelius, NC. With a commitment to providing effective financial solutions, they offer a range of services tailored to the needs of business owners, corporate executives, families, retirees, sudden wealth recipients, and women investors. Their team of experts combines proven expertise with a pragmatic approach to wealth management, helping clients make informed decisions and achieve their financial goals.

As an independent financial services company, Thompson Financial Services has access to global resources and sophisticated strategies, ensuring that clients receive the most comprehensive and objective guidance. With a focus on accountability and a dedication to client needs, they strive to propel businesses forward and nurture wealth for a longer, better life. Established in 1962, Thompson Financial Services is part of the Raymond James network, one of the largest and most respected financial services companies in the country.

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