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Matthew D. PrattFinancial Services Representative Thompson Financial Group
Phone: (704)367-5128
BUSINESS PHILOSOPHY My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES
§ Fixed and Variable Annuities § Charitable Giving Strategies § Disability Income Insurance § Estate Conservation Strategies § Education Funding Strategies § Health Insurance § IRA Consolidation/Rollovers § Long-Term Care Insurance § Mortgage Protection (through life insurance and disability income insurance) § Lump Sum Pension Distribution § Medicare Supplement Coverage § Pension Payout Alternatives § Pension Transfer/Rollovers § Mutual Funds § Tax Sheltered Annuities, 403(b) Plans § Term Insurance § Universal Life Insurance § Variable Universal Life Insurance § Whole Life Insurance § Stocks & Bonds § Managed Accounts § Wealth Management Services § Investment Planning ** New England Financial is the registered mark for New England Life Insurance Company (NELICO), Boston, MA 2116. Securities offered through New England Securities (NES) (member FINRA/SIPC). NELICO & NES are affiliates. Thompson Financial Group is a general agency of NELICO.
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About Us
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6302 Fairview Road, Suite 500 Phone: 704-366-4500 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.