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Linden Thomas & Company

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Charlotte, United States

lindenthomas.com
Investment serviceFinancial consultantFinancial planner· Investment service· Financial consultant· Financial planner

Linden Thomas & Company Reviews | Rating 5 out of 5 stars (5 reviews)

Linden Thomas & Company is located in Charlotte, United States on 516 N Tryon St. Linden Thomas & Company is rated 5 out of 5 in the category investment servicefinancial consultantfinancial planner in United States.

Address

516 N Tryon St

Phone

+1 7045548150

Service options

Online appointmentsOn-site services

Accessibility

Wheelchair-accessible entrance

Open hours

...
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Rick Pellegrini

I have been a client of Linden Thomas & Company for over 20 years. The company has been extremely professional and has managed my account much to my satisfaction. The advice and philosophy given to me has been productive. I retired six years ago and my portfolio is greater now than when I retired. My relationship with Mr. Thomas (CEO) is personal and he calls monthly to confer with me regarding my account. Mr Thomas and staff are extremely receptive to my requests and needs and are very professional. I have recommended the firm to friends and acquaintances and all are satisfied. I highly recommend Mr Thomas's financial services.

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Dennison Robey

I have been a client of Steve Thomas for 20 years. His sound investment advice has enabled me to retire confidently. My portfolio has grown since retiring. His recommendation to stay diversified works well through the ups and downs of the financial markets. He frequently contacts me to check on my present monetary needs. I highly recommend Linden Thomas Company.

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Peter Villani

We have been extremely pleased with the management of our retirement account. Thru Steve and the Linden Thomas group we been able to enjoy our retirement without worrying about cash flow while seeing our nest egg grow. Thank you!!!

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Robert Kinney

I have known and worked with Steve for many years. It is a pleasure to work with someone where the whole firm is dedicated to listening and helping plan what is best for me and my family for the long run, not the hot topic of the moment. They seek out the best managers for my goals, not pretending they are the experts in everything, and then they follow and keep track to make sure those managers are performing. To the best of my knowledge they have been honest in all dealings, and the whole firm is built on integrity and service. They are always available to help and have always followed through. I recommend them without hesitation.

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Annette Boatright

I have had Linden Thomas as my financial advisor and investment professional for many many years and I cannot say enough good things about his company, the professionals that work along beside him, and himself personally!! He is one of the finest individuals I know. His professional knowledge and expertise are superb!! He has created an extremely successful portfolio for not only me but my wife as well. She switched over to his company after being dissatisfied with another large investment group in Charlotte NC, and she has seen positive growth and has been completely satisfied and very happy with his services. One outstanding quality we admire and value so much is the absolute personal touch he gives to our investments. He often will call directly to un something by us\ before he moves on it and continually keeps us up to date on everything. We receive a detailed summary monthly and quarterly of our investments, and he is always seeking the very best for us. His advise on every detail about our future has been so critical to us as a retired couple now. He has totally managed our financial portfolio with our best interests in mind! We are delighted with his company and admire him immensely! James and Annette Boatright

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