Trusted Arizona Financial Advisor: (480) 305-2038
Client Center
Client Stories
- Discover how our clients have partnered with Thompson Wealth Management to achieve financial independence and confidently build a future they love. Read their stories and see how our personalized approach, expert guidance, and commitment to their deeply held values have made a meaningful difference in their lives.
“Contacting Neal was one of the best decisions I made as I approached retirement. During our
initial meeting, he provided me with clear, concise, and accurate information on benefits, options,
and future income. His guidance was spot on!
- William B.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance.
“Neal is extremely knowledgeable about the intricacies of federal retirement, yet still able to
explain matters at our level which allows us to have fun and enjoy being retired!”
- Kari M.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance.
“TWM is a small company and we have enjoyed working directly with Neal for years. There is a
trust we rely upon that goes beyond the documents and numbers. We have sought and followed
Neal's advice regularly and we are right on track in our retirement. I have recommended TWM
enthusiastically and will continue to do so, particularly to former colleagues in the federal
workforce.”
- Brad T
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance.
“I am very happy with my decision to partner with Thompson Wealth Management. It is a big
decision to trust your hard-earned money with someone else and I know I made the right choice
because I am sleeping well at night. Neal and his team run a tight ship. Rolling my money into
my new IRA was seamless with the assistance of Tiffany. I also appreciate Megan's responsiveness
and friendliness. Everything is very professional, yet there is still a family feel to the firm. TWM is
big enough to have a proven track record and large firm resources, yet small enough that they
know me. I also appreciate how they take a holistic approach to financial planning since all
aspects of our finances are intertwined. I will definitely recommend family and former colleagues
to Thompson Wealth Management for the reasons mentioned above.”
- Brian W.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance.
“I met Neal while I was living in Scottsdale, AZ. He and another gentleman introduced themselves and explained that they were financial advisors and if I was
interested in investing would I consider talking to them. At the time I was looking at investing
money and not sure who I should talk to. They left their card and off they went. The day came
when I decided to give Neal a call to see what he had offer and how he could help me with the
money I wanted to invest. I like that he has kept me up with my investments. The people that I
have worked with in his office have been very helpful and easy to work with when needed. This is
one company I have been pleased to work as I have been with them for several years. I have
recommended them to my friends and will continue to when asked who I have as an investor.”
- Bonnie H.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance.
“I was able to feel completely confident in moving forward with my planned retirement after almost 40 years with the federal government because of working with Neal and his professional team. His expertise, thorough knowledge of the federal government retirement system, stellar customer service, has helped me realize many of my short term and long term retirement goals."
- MarLynn S.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance.
As a federal employee nearing retirement, the three qualities that led me to Neal Thompson are his unmatched knowledge of the federal pay and retirement system, his judicious advice, and, perhaps most importantly for me, his outstanding client care. Even as his business has thrived and expanded, Neal still finds time and makes the effort to maintain a quality client relationship with me.”
- Brandon I.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance.
“Working for the Federal Government can be extremely rewarding, but the complexities of the various retirement options can be daunting. Thanks to Neal’s wealth of knowledge on Federal retirement programs, I was able to confidently and comfortably retire recently. Having his knowledge at your fingertips in the form of this book is of tremendous value!”
- Steve S.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance
“ My wife and I, first heard about Neal Thompson a few years before our normal retirement age. His analysis and clear explanation of our financial situation gave us the confidence we needed to accept an early retirement opportunity. I wish we had been able to benefit from his guidance earlier in our careers, and I recommend that other government employees do so by reading his book.
- Randy K.
- The testimonial may not be representative of the experience of other clients.
- The testimonial is not indicative of future performance
Call to our office at any time
Our support team
16430 N Scottsdale Rd
Suite 150, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
