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. At Thomson Investment Group, Inc., we believe “it is more than a financial matter...it is an expression of trust.” We are committed to offering a high level of confidentiality and guidance by offering a wide array of investment options and financial strategies. 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 guidance.
A few of the additional value-added services provided include:
- 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.
- Personal Face-to-Face Account Reviews are offered at your convenience, meeting clients and their referrals in the environment and location they choose in order to personalize their experience and develop long-term relationships.
- Our Estate Planning Guide is offered exclusively to our clients, providing them with a convenient, manual way to record crucial data.
- Excellent Customer Service is of the highest priority. We know 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 firm seeks to provide personalized and objective guidance tailored to your specific situation and needs. We encourage you to take advantage of our independent model and contact us for a complimentary consultation.