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Review Keywords Analysis

Linden Thomas & Company photo
Linden Thomas & Company photo
Linden Thomas & Company photo
Linden Thomas & Company photo
Linden Thomas & Company photo

Linden Thomas & Company

Address: 516 N Tryon St, Charlotte, NC 28202, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Retirement Planning IRA Management $150 - $300 Call to Book
Individual Retirement Accounts Ira Call to Book
Required Minimum Distribution Rmd Call to Book
Investment Management Portfolio Management $300 - $500 Call to Book
Asset Allocation Strategies $200 - $400 Call to Book
Performance Monitoring $100 - $250 Call to Book
Financial Consulting Financial Analysis $150 - $300 Call to Book
Wealth Management Advice $200 - $400 Call to Book
Risk Assessment $100 - $250 Call to Book
Client Communication Monthly Portfolio Reviews $50 - $100 Call to Book
Quarterly Financial Updates $75 - $150 Call to Book
Personalized Financial Reports $100 - $200 Call to Book

What people love

From reviews
Responsive staff(5) Investment growth(5) Personalized service(4) Expert advice(4) Long-term relationship(4) Capable management(2) Quick responses(2) Proactive communication(2) Diversified portfolio(2) Effective retirement planning(2)

About this business

Linden Thomas & Company was started by Stephen L. Thomas had started his finance career in Washington, DC when he was a young man. Over 30 years later, this business icon once knew what investors could expect from Linden Thomas & Company; however, today, there are several more things to add to this list. The company offers clear-forward guidance, transparent service, cost efficiency, asset management, transparency, reliability, and proven investment returns. Linden Thomas & Company has grown over time, but our purpose has stayed the same. Customers are at the center of everything that we do. We are committed to supporting them in achieving their wealth goals with effective ways to retain and grow assets, as well as transfer these to loved ones. We achieve this objective by creating and executing custom strategies to fulfill a client's financial objectives. To achieve our goal of providing clear and direct advice that will enrich our customers’ lives and move them closer to a sustainable and responsible investment strategy, we bring together a team of specialists in different financial roles. This team comprises financial planners and portfolio managers, analysts, fixed-income traders, and retirement specialists.

Reviews Summary

The reviews show consistent satisfaction, with over 20 years of commitment, clients paying glowing tributes to Steve Thomas's and his company. Personally and professionally, they communicate well with the customer. Clients were seen to pooled resources in the company after a consultation was offered to optimize their financial management, abandoning other group, and placing their trust in the company. This happened even when these new clients retired. Customers appear extremely satisfied with the financial strategy since retirement and fund growth. He often calls us and prepares analyses for the clients' retirement plan. The clients' confidence in Lindent does not waver because they are in the right place.

Location & directions

Charlotte, North Carolina
Linden Thomas & Company
Wealth Management Companies
Address
516 N Tryon St, Charlotte, NC 28202, USA
Hours
Open 8:00 AM - 5:00 PM
Linden Thomas & Company Reviews · 5.0 average
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