Giles Thompson - Thompson Financial Group, LLC
Service Provider in Lawrence, Kansas
Giles completed the Financial Planning Certificate Program at the Henry W. Bloch School of Business and Public Administration at the University of Missouri. He is a graduate of Trinity College Dublin, Ireland, receiving a first-class honors degree in engineering and an honorary degree in mathematics. He also holds a master's degree from Trinity College, Dublin. After beginning his career with a national brokerage firm, followed by several years in a relationship with a local banking institution, it became very clear that the independent model was the most effective way to truly meet the needs of his clients. In order to develop and sustain a practice that will run effectively for all parties for the long haul, he opened Thompson Financial Group in 2004 and is now an investment adviser representative of Commonwealth Financial Network®. Dedicated to providing superior client service by offering comprehensive financial guidance to suitable individuals, businesses, and families. This includes asset-based fee and consultative services directed toward the long-term prudent accumulation of intergenerational wealth, as well as an investment approach that considers return potential and impact on society. I am a firm advocate of the financial planning process and believe in working closely with my clients to help ensure that they reach their financial goals. I follow a sound investment strategy believing strongly in asset allocation and diversification employed with patience and discipline. I work with affluent investors who want a financial professional who can guide them in the multidimensional aspects of their personal, business, and family finances. This includes retirement planning, education planning, investments, estate planning, and charitable giving. Finding a balance between the protection, growth, and distribution of wealth. My mission is simpleto help you pursue your unique financial goals.
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204-901 Kentucky Street