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portrait of Scott A Thompson
FINANCIAL ADVISOR

Scott A Thompson

CFP®, DFSA™, CIM®, FCSI®
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Owner Considerations
  • Socially Conscious Investing
  • Wealth Protection Strategies
  • Estate & Legacy Strategies

Personal Interests

  • Spending Time with Family
  • Traveling
  • Basketball
  • Golfing
  • Sports Enthusiast

Team Members

  • team member image
    Claudia Marchese
    Sr. Branch Office Administrator
  • team member image
    Esha Nohar
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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