Find the Certified Financial Planner™
Who's right for you.

James M. Thompson, CFP®

Village Financial Partners

The Village Bank
307 Auburn St
Auburndale, MA 02466
Phone: (617) 467-6105
Fax: (617) 244-8359

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.