Kent Thompson, CFP, MSFS
About the Business
Kent Thompson, CFP, MSFS is a reputable financial institution located at 8816 Six Forks Road in Raleigh, North Carolina, United States. Specializing in financial planning and wealth management, Kent Thompson offers expert guidance and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner (CFP) and a Master of Science in Financial Services (MSFS) on staff, clients can trust in the knowledge and expertise provided by this institution. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Kent Thompson, CFP, MSFS is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Photos
Location & Phone number
8816 Six Forks Rd Suite 301, Raleigh, NC 27615, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I've known Kent for several years and can recommend him as a financial advisor. He is gifted, compassionate, and trustworthy."
"I have known Kent professionally for a number of years and can confidently say that he is such a wonderful asset to our community! His passion for helping others and giving of his time and energy for so many worthy causes speaks volumes to his compassionate character. The world could use more people like Kent Thompson!"
"I have worked with Kent over the past 4 years through our work serving those living with dementia and the senior community. Kent is community minded and looking out for the best interest of his client. I have constantly been impressed with Kent's professionalism, honesty and how he follows through on his word. Kent lives his values through his actions and I am happy to call him a friend and colleague."
"We recently contacted Kent to help us with two long term care policies with bought from John Hancock years ago. It was very hard to track down an agent in the Raleigh area who would/could serve as an agent for that particular type of policy. Kent jumped in and not only helped us review the terms of the policies, but he also helped us understand the effect of the 3 premiums changes proposed by John Hancock. Kent's advice was not only timely, but also very helpful. He was great."
"We have worked with Kent for over 15 years and his professional guidance over this period of time has been excellent. Our initial approach focused on a long term strategy that really supported our goals. Kent has always provided effective adjustments and advice on a regular basis given the financial climate at the time. Most importantly, Kent has helped us stick to our long-term financial planning goals including during volatile markets which has made sure we have stayed on track with our goals. Kent is a trusted and valued Certified Financial Planner and would strongly suggest that anyone looking for an assessment, input and guidance based on your needs and goals to give Kent a call."
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