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ThomasPartners Investment Management

4.1Β· 12 reviews
Average ratingGreat
4.1/ 5

Based on 12 reviews

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Paulette Brody
Reviews 1

I really appreciate the personalized approach of my investment advisor at thomaspartnersim.com. They took the time to understand my financial goals and created a tailored investment plan for me. I am impressed with their professionalism and expertise. Highly recommended!

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About ThomasPartners Investment Management

ThomasPartners' philosophy was founded in 2001 at a time where there appeared to be a clear need for investment solutions that seek to generate not only regular income but also income that keeps pace with inflation. Today, over 15 years later, our focus remains the same by helping you achieve and maintain the retirement you want through income-oriented strategies that meet your needs today and in the future.

ThomasPartners Investment Management (β€œThomasPartners”), is a division of Charles Schwab Investment Advisory, Inc. (β€œCSIA”). CSIA is a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (β€œSchwab”). CSIA and Schwab are subsidiaries of The Charles Schwab Corporation. (0418-83GK)