Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lakewood Ranch, FL area, David Thompson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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David Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About David Thompson - Financial Advisor, Ameriprise Financial Services, LLC
What types of financial services does David Thompson provide?
David Thompson offers financial planning, investment services, retirement income strategies, tax planning, estate planning, and saving for education.
Where is David Thompson's office located?
His office is located at 7317 Merchant Ct, Ste B, Lakewood Ranch, FL 34240, USA.
What professional certifications does David Thompson hold?
David Thompson holds the CFP (Certified Financial Planner) and ChFC (Chartered Financial Consultant) certifications.
How can I contact David Thompson for financial advice?
You can contact him via phone at +1 727-291-4120 or email at DThompson@ampf.com.
Does David Thompson offer online appointments?
Yes, David Thompson offers online appointments as well as onsite services.
What is the best way to schedule a consultation with David Thompson?
You can schedule a consultation through his website at https://www.ameripriseadvisors.com/david.r.thompson/contact.
What nearby financial advisors are located close to David Thompson's office?
Nearby financial advisors include Keith Kunzig, John Joseph Lomba, and Gratium Wealth Planning, all part of Ameriprise Financial Services.
Are there convenient amenities near David Thompson's office for clients?
Yes, clients can visit nearby places like Winn-Dixie Supermarket for groceries or enjoy a meal at Big Jim's Famous burger restaurant before or after their appointment.
Is there parking or transportation access near David Thompson's location?
While specific parking details aren't provided, the office is located in a convenient area with nearby truck rentals like U-Haul at Seminole Blvd, indicating accessible transportation options.
What languages does David Thompson speak?
David Thompson communicates in English to serve his clients effectively.