Edward Jones - Financial Advisor: Spencer Thompson, CFP®|CKA®

Services Offered

• retirement planning
• education savings
• investment management
• tax-efficient investing

About

Spencer Thompson is a Certified Financial Planner (CFP®) and financial advisor based in Fort Worth, Texas. He provides investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-efficient investing. Spencer believes in the importance of face-to-face conversations to understand clients' financial goals. His practice is dedicated to helping individuals and families navigate their financial journeys.

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