Thompson- TerraWealth - Gilbert, Arizona

Steve Walker

My friends recommended Tayler to me and they were right! Taylor and the entire team are very knowledgeable. They took the time to understand where my wife and I were at and help us make financial decisions that fit our goals. Taylor also made sure we understood everything and were comfortable with the entire process. It's a real treat to get to work with Thompson financial. They are great financial planners and the longer I've gotten to know them the more I've come to know they're even better people. It is a great feeling to know you're in a partnership with people who you respect and you want them to succeed.

KSA

Taylor posses all the traits I was looking for when considering the switch to a new financial advisor. He is intentional, smart, thoughtful, direct when needed, understanding, good listener, extremely knowledgeable in his industry, not over priced for what he does, good sense of humor, unwavering integrity and exceptional at making my money grow. Whether you are just starting your journey in the investment world or seasoned, everyone get the same great service. Thank you for being a person my family can trust!!!

Josie Bueno

We have been working with Thompson Financial for about 3 years now and couldn’t be happier. Our rep Taylor goes above my expectations answering emails on weekends and calling right away when I have questions or concerns. He has suggestions for every situation we go to him with. They have many many services to offer and don’t pressure or make you feel bad if you don’t want to use some. I only wish we would have started working with them sooner!

John Bradley

I didn't want to type up a full essay going in depth explaining the impact that working with the Thompson Financial Group has done for me but it's practically inevitable.

Has anyone ever sat down with you and taught you the difference between an ETF, stock, bond, mutual fund or even what your life insurance fine print really says? Or gone over your finances with a fine tooth comb to see when you'll be debt free down to the month, date and year? Or how about that retirement plan that you have at 60? Is that a realistic age? Do you know how much money you'll have at that time? How long will that last you? Do you know if you'll need other sources of income during retirement?

Andy was my personal Advisor who I can't thank enough for doing what he does. It's literally magic. My parents taught me a little bit but people work with professionals for a reason and the value that I take away from meeting with Andy is always worth while even after working together for 2 years now. The best part is that at first, being a skeptic of anything that sounds too good to be true he met with me in person and it didn't cost me a dime to pick his brain and see what I could take away from our meeting. He's the real deal and the whole firm is exceptional.

Thank you for being you Mr. Andy!

Willem Bos

5 stars! If you are anything like me, you are hesitant to trust somebody with your money. I felt the same way, but Taylor Thompson has done amazing things with my investments! When I was trying to manage my money on my own, I was really just procrastinating something that I needed to do. With his expert consultation, I am now saving money at a much faster rate than I ever expected for my eventual retirement. Plus, I am actually going to pay less taxes as well. The returns I received on my IRA last year were MUCH higher than I have ever had! I recommend if you already have an IRA, or 401K, or any type of savings that you check out your options with him. I love working with him since he has such a great knowledge of the options available PLUS the integrity and follow-through that is hard to find!

lea bevill

Taylor is a wealth of knowledge for anyone looking for assistance with their finances. He took the time to explain in detail a comprehensive financial plan and how TFG is able to assist and support my short term and long term financial goals. They offer comprehensive services from insurance, debt management, to active portfolio management. All around 5 stars!

Tanya Wilson

Andy and Sami are one of the most amazing teams ever! I posted an looking for recommendation post on Facebook for a financial planner and Sami quickly replied. She was so nice and was a pleasure to speak with. I met Andy and Sami quickly afterwards and they were so nice to chat with. No pressure, just education and answered so many of my questions. I’ve entrusted the TFG to handle my investment accounts (they don’t care what size they are.. trust me, mine aren’t much)! Never judging, only support and what you can do! They’re openness and warmth truly assured me, along with their industry knowledge that they were the ones to trust with my money. I love husband/wife teams so much and I appreciate the way they support each other at the business. If you have any financial questions, debt questions or simple want to plan out the best use of your money, give Andy and Sami a call! Support local business dreams! These guys are the real deal! ?

Julie Sommerfeld

I would highly recommend Thompson Financial Group! They truly care about providing exceptional service. Taylor took the time to thoroughly explain the best options for the greatest financial growth. He thinks outside the box to create a plan specific to your needs.