THOMPSON ADVISORY SERVICES

Unlike traditional money managers, we look at your entire financial picture. Sure, we'll talk with you about investments and retirement . . . but we don't stop there. To bring all the elements of your financial life into harmony, we also consider cash flow, insurance, real estate, estate planning, and tax planning. We'll even prepare your tax returns. We want to ensure that all the moving parts are working together... You will always receive the highest ethical and professional treatment. We take this responsibility seriously. As members of the Alliance of Comprehensive Planners, we are committed to The ACP Pledge to Clients. Everyone in our office has an advanced degree from an Ivy-League institution. We also have affiliations with the American Bar Association, the State Bars of California and Oregon, and the National Association of Personal Financial Advisors (NAPFA). And perhaps most importantly, all of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals... You are the..

Also known as: Thompson Advisory Services, LLC

Primary location: Portland United States