Brad E. Thompson Email & Phone Number

I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, insurance protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.Area of Focus:Wealth Management StrategiesInsuranceRetirement Planning StrategiesTax Planning StrategiesSecurities offered through Sigma Financial Corporation. Member FINRA/SIPC. Fee based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Upstream Investment Partners is independent of Sigma Financial Corporation and SPC.Social Media Disclosure:This communication is strictly for general purposes and is not an offer or solicit any security. Forregulatory purposes, we cannot respond to e-mail through this site and any individualized follow-upinvolving either effecting or attempting to effect transactions in securities, or the rendering ofpersonalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation and /or SPC> Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Listed skills include Asset Allocation, Retirement Planning, Investments, Securities, and 17 others.