We help you take the first steps on a path designed to guide you toward your financial goals. We utilize a disciplined process to create an investment plan that aligns with your needs. As you prepare for and live in retirement, it's critical to have a plan to ensure you don't outlive your assets. A well-crafted estate plan is a necessity for leaving a legacy to your loved ones and heirs.
When it comes to something as personal and emotional as your wealth, objectivity and honesty matter. After working hard to build your assets, you seek a financial professional you can trust to provide you with advice and customized strategies. At Thomson Investment Group, Inc., we founded our firm to fill this role in your life.
When it comes to something as personal and emotional as your wealth, objectivity and honesty matter. After working hard to build your assets, you seek a financial professional you can trust to provide you with advice and customized strategies. At Thomson Investment Group, Inc., we founded our firm to fill this role in your life.
Services
Thomson Investment Group, Inc., was founded in 2003 with the goal to empower clients to make well-informed financial decisions. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide you can rely on for honest recommendations and advice tailored to your individual needs.
At Thomson Investment Group, Inc., we have an extensive team of professionals with diverse backgrounds and specialties. By working with our team, clients receive the benefit of multiple opinions, insight, and outlook. Lee Thomson is the owner and founder of Thomson Investment Group and an LPL Financial Registered Principal.
At Thomson Investment Group, Inc., we offer a comprehensive array of planning services that encompass your entire financial picture. Working together through a holistic process, we explore your needs, goals, and concerns and define the services that align with your objectives for complete financial life management.
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."
Reviews
Be the first to review Thomson Investment Group.
Write a Review
