High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Frequently Asked Questions About Thompson Davis Booth Financial Services
What services does Thompson Davis Booth Financial Services offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What specialties does Thompson Davis Booth Financial Services have?
They specialize in 401(k) rollovers, Roth IRA, 529 College Savings Plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Thompson Davis Booth Financial Services located?
They are located at 349 Langdon Street, Somerset, KY 42503, USA.
What are the office hours of Thompson Davis Booth Financial Services?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Thompson Davis Booth Financial Services?
You can reach them by phone at +1 606-679-1116.
Do they have a mobile app for convenient access?
Yes, their apps are available for Android on the Google Play Store and for iOS on the Apple App Store.
Which nearby financial advisors are close to Thompson Davis Booth Financial Services?
Nearby financial advisors include Edward Jones - Financial Advisor: Steven C Booth, CRPC® and Edward Jones - Financial Advisor: Crystal N Davis, which can provide additional financial service options in the Somerset area.
What medical facilities are near Thompson Davis Booth Financial Services for health-related needs?
Nearby medical facilities include Somerset Neuropathy, Baptist Health Medical Group Cardiology, and Children’s Clinic, which can be convenient for clients needing healthcare services during their visit.
Are there places nearby where I can take care of my pets?
Yes, Paw Prints Grooming, Happy Dogs Grooming, Just Like Home Pet Grooming, and Lake Cumberland Animal Hospital are nearby for pet grooming and veterinary needs.
What are some convenient nearby services for everyday needs near Thompson Davis Booth Financial Services?
Nearby services include Kroger supermarket for groceries, Western Union for money transfers, and Lake Cumberland Car Wash for auto detailing.