Our Firm
Our Firm

At Thomson Investment Group, we believe “it is more than a financial matter...it is an expression of trust.” You rely on other professionals, such as a physician or dentist, to provide honest and personalized advice and services regarding your physical health, so it only makes sense to do the same with your financial health. We value our clients’ business and take pride in the fact they continue to turn to us, year after year, for problem-solving services and independent recommendations.
Investing in the market always presents an inherent risk, and there is no possible way to know the future, but we are committed to offering a high level of confidentiality and recommendations by providing you with a wide array of investment options and financial strategies. Our team takes an active approach to the management of investments, allowing us to be dynamic and maximize opportunities when they present themselves.
A few of the additional value-added services provided include:
- Personal Face-to-Face Portfolio Reviews are offered at your convenience, meeting you and your referrals in an environment and location that you choose to personalize your experience and develop long-term relationships.
- Excellent Customer Service is of the highest priority. We know that customer service can make or break a company, and we are proud to provide our clients with excellently trained, courteous, honest, and ethical professionals to promptly answer any questions.
- Our Wealth Management System provides you with a personal secure homepage and a clear financial picture, aggregating your accounts into one secure location.
- Our Client Vault provides online document storage for your private documents, such as wills, trusts, tax returns, insurance policies, and real estate deeds, making them securely accessible anywhere an internet connection is available.
- Our Estate Planning Guide is offered exclusively to you, providing you with a convenient, manual way to record crucial data.
- Our firm seeks to provide personalized and objective recommendations tailored to your specific situation and needs. We encourage you to take advantage of our independent model and contact us for a complimentary consultation.