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  1. US
  2. NC
  3. Charlotte
Linden Thomas & Company

Linden Thomas & Company

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516 N Tryon St, Charlotte, NC 28202, USA Get Directions
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ABOUT   Services Excellence Summary

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.

 

SUMMARY   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.

 

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Pros & Cons

PROS
recommend (8)
highly recommend ... (5)
recommended (3)
completely satis ... (2)
very happy (2)
punctual (1)
great experience ... (1)
very professiona ... (1)
extremely satisf ... (1)
very responsive (1)
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Linden Thomas & Company Reviews: 42. Average Rating: 5.0
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