Tristan Thompson
Helping Clients Own Their Tomorrow
- Role
- Financial Advisor at Equitable Advisors
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Tristan Thompson
Tristan Thompson joined Equitable Advisors, LLC in 2022 after graduating with a degree in…
Experience
Financial Advisor
Oct 2022 — Present
Realizing that most people are not financially prepared for their retirement inspired me to build my career in the financial services industry. As a member of the Retirement Benefits Group, I work with my clients to help them- Put a plan in place to reach clearly defined goals- Determine how much my clients need to save in order to have a comfortable retirement - Help protect their savings with a more diversified portfolio - Help them to stick to their plan during market volatility.In addition to retirement savings plans, I also help with- College Funding- Life Insurance- Long-term Care Insurance- Disability Income Insurance- RolloversMy goal for my clients is to provide them with a personalized financial strategy along with the information and confidence they need to create an independent retirement.
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