ING Financial Partners, Jason W Thompson

Founded 2010 • Angie's List since February 2014

Not Rated| 0 Reviews

Description

We believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where our firm comes in. We're experienced, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you....

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Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

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Services Offered

Financial Advisor, Investments, Financial Planning, Retirement Planning, Life Insurance

Services Not Offered

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General Information
Free Estimates
Free Initial Consultation Offered
Payment Options
Visa, MasterCard, American Express, Discover
Senior Discount
No
Emergency Service
No
Warranties
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