William Thompson (CFP®)

William Thompson focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

NAPFA Start Date

September 14, 2022

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This Office

100 Cambridge Street 14th Floor Boston, MA 02114 Phone: (617) 648-2700

Other Offices

1300 Pennsylvania Avenue NW Suite 700 Washington, DC 20004 Phone: (617) 648-2700