OUR SERVICES

Our Services

At Thornton Investment Management, we are here to help you, whether you are a new investor setting up your first retirement plan, or an experienced investor looking to manage your established assets. We manage and advise institutions with their IRAs and IRA Rollovers, as well as other taxable accounts.

First Meeting

As soon as you walk through the door you'll be greeted with a smile. Our goal is to provide you with a welcoming professional environment where you can comfortably discuss your financial needs and goals with an advisor you can trust. Initial consultations take approximately 45 minutes and are of no cost to you.

What to Bring

Please bring with you any relevant financial statements, such as 401K or IRA paperwork. If married, you may also wish to bring statements relevant to your spouse's accounts as well.

What to Ask

Some important facts for you to know are: How do we manage money? What are our fees? How often should we meet? How will information regarding my accounts be reported to me?

We will answer all these questions for you, and any other questions or concerns you may have. Our goal is to help you meet your financial goals while you feel confident in your knowledge of the process and secure in our ability to guide and assist you.

Contact Us

We'd love to hear from you

1037 Hinesburg Road, South Burlington, Vermont 05403

phone: 802-497-0781, fax: 802-497-1375

pat@thorntoninvesting.com

linda@thorntoninvesting.com

© 2021 Thornton Investment Management

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