Irma Mospan

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.

Mission: Our mission is to provide our clients with the highest level of financial planning and investment management services available and to regularly communicate with those we serve the information and advice required to reach their financial destinations. We provide our services with a dedication to the highest standard of fiduciary care, always putting our clients’ best interests before our own and delivering that care with warmth, friendliness and hearts for service.

At Encircle Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the McKinney, TX area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.