Joseph Thompson
Financial Advisor at Wealth Enhancement & Preservation
Based in Cartersville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Cartersville
Industry
Financial Services
Company size
11
Contact information
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j•••••••@wealthep.com
Phone
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Background
About Joseph Thompson
I am an analytical financial planner focused on helping neighbors and friends, new and old, understand their finances and reach their goals. I have almost 20 years of experience as a CPA and I use that knowledge to help individuals invest their money. My clients range from young parents with small 529 plans to retired workers with multi-million dollar portfolios. My individualized strategies are tailored to protect and grow investments for people in all walks of life. My passion lies in consulting with clients to help them understand where they are, determine where they want to go, and develop plans to get them there. Let’s connect and get you on the right path!
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