Reviews of Linden Thomas and Company (Financial Consultant)

516 N Tryon St, Charlotte, NC 28202, United States

Average Rating:

DESCRIPTION

You will be able to see the opinions of people like you who have information of the products and services of Linden Thomas and Company (Financial Consultant) in North Carolina.

At the present the firm gets a rating of 5.0 stars over 5 and the score has been based on 34 reviews.

You may have noticed that it has an average rating is outstanding, indeed, it gets the highest average it can receive., and it's based on a very high number of opinions, so we may conclude that the score is very faithful. If people have bothered to value when they've done well, is that it works.

As you know, we don't usually stop to write evaluations when they are correct and we usually do it only if we've had a problem or issue...

This Financial Consultant belongs to the category of Investment service.

Where is Linden Thomas and Company?

REVIEWS OF Linden Thomas and Company IN North Carolina

Sally Harding

We have worked with Linden Thomas and Co. for over 12 years. Their asset management as we positioned ourselves for retirement and then entered retirement has been outstanding. They have devised a well balanced portfolio for us that survived the financial crisis and recovered quickly. Our assets have steadily grown even as we have been withdrawing to support our retirement. They respond quickly to inquiries and we are kept in the loop of their decision making. Working with them has allowed us to enjoy retirement without worrying about our nest egg! We can highly recommend them without any reservations.

Scott Tracey

Steve and his team are true professionals with the best interest of the investor in mind. Very responsive and proactive and a pleasure to engage with over the years

John Mccomb

We have been working with Steve at Linden Thomas and Company for over 10 years. Steve has always been very attentive to our personal investment needs in both a short term and long term aspect. Steve has always kept in touch reguraly to evaluate our investment positions as well as any changes in our needs. He has been highly ranked in the investment management industry for many years. We have been extremely pleased with our results and look foreward to our continued relationship.

Jennifer Weathe

In 2010 my husband & I began our association with Linden Thomas & Company. From the very beginning it was obvious that OUR financial future was of utmost importance to them. The whole staff's expertise, guidance & personal support is undeniable! Most of all, I appreciate that I am not "just another client" but someone they care about. I am extremely grateful to have Linden Thomas & Company as my advisor in today's complex world of finance!

Katz Family

I just want to thank Linden Thomas and Company for being outstanding financial advisors consistently over a long period of time. Thank you

Sally Harding

We have worked with Linden Thomas and Co. for over 12 years. Their asset management as we positioned ourselves for retirement and then entered retirement has been outstanding. They have devised a well balanced portfolio for us that survived the financial crisis and recovered quickly. Our assets have steadily grown even as we have been withdrawing to support our retirement. They respond quickly to inquiries and we are kept in the loop of their decision making. Working with them has allowed us to enjoy retirement without worrying about our nest egg! We can highly recommend them without any reservations.

Scott Tracey

Steve and his team are true professionals with the best interest of the investor in mind. Very responsive and proactive and a pleasure to engage with over the years

John Mccomb

We have been working with Steve at Linden Thomas and Company for over 10 years. Steve has always been very attentive to our personal investment needs in both a short term and long term aspect. Steve has always kept in touch reguraly to evaluate our investment positions as well as any changes in our needs. He has been highly ranked in the investment management industry for many years. We have been extremely pleased with our results and look foreward to our continued relationship.

Jennifer Weathe

In 2010 my husband & I began our association with Linden Thomas & Company. From the very beginning it was obvious that OUR financial future was of utmost importance to them. The whole staff's expertise, guidance & personal support is undeniable! Most of all, I appreciate that I am not "just another client" but someone they care about. I am extremely grateful to have Linden Thomas & Company as my advisor in today's complex world of finance!

Katz Family

I just want to thank Linden Thomas and Company for being outstanding financial advisors consistently over a long period of time. Thank you

John Steinfeld

Linden Thomas has been my financial advisor for the past fifteen years or so during both market ups and downs. Their management philosophy of asset diversification has served well not only to preserve but also grow my portfolio. I am extremely satisfied with this firm.

Sara Mork

It is the best place ever go to itt Wwwwww

Edward Bray

Linden Thomas and Company is nationally recognized for excellence in wealth management. As a client for many years, I have been extremely pleased with the attention given to me and my account. Mr. Thomas and his associates have an outstanding fund of knowledge in wealth management and are very diligent in applying this individually for their clients. On the basis of my experience, I give Linden Thomas and Company my highest recommendation.

S Harlan

Excellent service and returns. Readily available to answers questions and completely discuss all financial and investing concerns. Superb staff. Highly recommended!

John Bayard

I have remained a client of Linden Thomas for over twenty years. During this time I have developed a close relationship with Steve Thomas and other members of his team. I have been extremely pleased with the portfolio management. Timely and personal communication when opportunities have arisen or adjustments advised is greatly appreciated. Portfolio reports are comprehensive and easy to digest. I highly recommend Linden Thomas without reservation. Best regards, John Bayard

D Heinig

I have been with Linden Thomas and Co. for 15 plus years. I am beyond pleased at the professionalism, kindness, and care given to every detail of my portfolio. Keeping in tune with the current global market, Steve and his Staff allows the portfolio owner to be satisfied that every decision made is a conscientious one. The spirit of excellence and talent at Linden Thomas is unsurpassed. I am blessed to have my portfolio here.

Gist Farr

Linden Thomas has been my advisor for 10years. I continue to use him because he is proactive, not reactive. He is never too busy to respond to my questions and ALWAYS includes me in decisions, no matter how small. Unless something unforeseen happens, I plan to be a loyal client through my retirement years.

Mary Pia

We have been clients of Steve Thomas since 1999 and therefore with the Linden Thomas and Company since its inception. It is difficult to express how immensely satisfied and impressed we are by the frequent personal communication and excellent overall service the company provides. The consistently high level of attention, commitment, and service to the on going success of our portfolio never varied from the early "just getting started" years to where we stand proudly today. I believe their success and client praise is rooted in direct client relationships leading to sound planning based on their vast experience and knowledge in concert with client's individual needs and risk tolerance. My retired father in Florida was dissatisfied with his former financial firm and by recommendation became a client of Linden Thomas nearly a decade ago. Since then, he now enjoys complete confidence in the management of a subsequent prosperous portfolio and a personal one on one communication with Linden Thomas and Company that outmatches prior competitor. As clients, it comes to no surprise of the many national accolades Linden Thomas and Company have earned. Ed and Melissa

John Steinfeld

Linden Thomas has been my financial advisor for the past fifteen years or so during both market ups and downs. Their management philosophy of asset diversification has served well not only to preserve but also grow my portfolio. I am extremely satisfied with this firm.

Sara Mork

It is the best place ever go to itt Wwwwww

Edward Bray

Linden Thomas and Company is nationally recognized for excellence in wealth management. As a client for many years, I have been extremely pleased with the attention given to me and my account. Mr. Thomas and his associates have an outstanding fund of knowledge in wealth management and are very diligent in applying this individually for their clients. On the basis of my experience, I give Linden Thomas and Company my highest recommendation.

S Harlan

Excellent service and returns. Readily available to answers questions and completely discuss all financial and investing concerns. Superb staff. Highly recommended!

John Bayard

I have remained a client of Linden Thomas for over twenty years. During this time I have developed a close relationship with Steve Thomas and other members of his team. I have been extremely pleased with the portfolio management. Timely and personal communication when opportunities have arisen or adjustments advised is greatly appreciated. Portfolio reports are comprehensive and easy to digest. I highly recommend Linden Thomas without reservation. Best regards, John Bayard

D Heinig

I have been with Linden Thomas and Co. for 15 plus years. I am beyond pleased at the professionalism, kindness, and care given to every detail of my portfolio. Keeping in tune with the current global market, Steve and his Staff allows the portfolio owner to be satisfied that every decision made is a conscientious one. The spirit of excellence and talent at Linden Thomas is unsurpassed. I am blessed to have my portfolio here.

Gist Farr

Linden Thomas has been my advisor for 10years. I continue to use him because he is proactive, not reactive. He is never too busy to respond to my questions and ALWAYS includes me in decisions, no matter how small. Unless something unforeseen happens, I plan to be a loyal client through my retirement years.

Mary Pia

We have been clients of Steve Thomas since 1999 and therefore with the Linden Thomas and Company since its inception. It is difficult to express how immensely satisfied and impressed we are by the frequent personal communication and excellent overall service the company provides. The consistently high level of attention, commitment, and service to the on going success of our portfolio never varied from the early "just getting started" years to where we stand proudly today. I believe their success and client praise is rooted in direct client relationships leading to sound planning based on their vast experience and knowledge in concert with client's individual needs and risk tolerance. My retired father in Florida was dissatisfied with his former financial firm and by recommendation became a client of Linden Thomas nearly a decade ago. Since then, he now enjoys complete confidence in the management of a subsequent prosperous portfolio and a personal one on one communication with Linden Thomas and Company that outmatches prior competitor. As clients, it comes to no surprise of the many national accolades Linden Thomas and Company have earned. Ed and Melissa

Rob Rosado

We have been clients of Linden Thomas and Company for nearly 15 years. They do exactly what we hired them to do: manage our retirement, grow our wealth--all while balancing it with the risk level we are comfortable with. With so many things to worry about, retirement isn't one of them.

Cleve Wright

I am a relatively new client of Linden Thomas, but during the time I have been with this firm, I have been completely satisfied with their service and the manner in which they continually communicate to me and respond to my questions in a timely manner. I am now with a firm that has my interests and goals in mind and always ask if there are any questions I have about my account, as to results, distributions etc. I am confident that I am being well taken care of.

Mary Lane

Working with Linden Thomas has been a great experience. I have been with the company since 2005. They have always responded quickly and accurately regarding any question or problem I have had. I have been able to give them my input without being made to feel that I was a bother and received advise that was unbiased and personalized for me.

Mina Levin

We have been clients for many years. Stephen Thomas and his very competent staff are one of the best firms we have ever dealt with. They are all extraordinarily polite and focus on the highest level of service during every point of contact. Their level of knowledge and willingness to help are outstanding. Most importantly, our financial goals have been met. The company continues to expand its services. I highly recommend them.

Chum Geissinger

Larry Smith

They have done a great job with my money. Steve Thomas is a hands on person and I have conversations with him on a frequent basis and he always wants to know if he can do more or if we need anything from him. I have been educated and informed as to the decisions that have been made in my accounts. These decisions are made jointly with my input. If I have a question the information is available quickly or I receive a phone call from them to discuss the issue. I have recommended them to several people and will continue to do so.

James 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 "run 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

Gene Baillie

Super organization that helped our group with investment and retirement plan decisions—and now for the last 10 years is continuing their expert and capable help with my individual retirement plan.

Gayle Singletary

My husband and I have been clients at Linden Thomas for many years and have been very happy with client service as well as results. Steve is always available for any thing we need, and is always helpful.

Jim McQueen

I have been a client of Linden Thomas & Co. for well over ten years. They managed my profit sharing contributions prior to my retirement in 2009. Since then they have handled my and my wife’s retirement funds much to our comfort and satisfaction. The asset allocation model that they have utilized has served us well to date, during both market ups and downs. Since I really have little or no interest nor expertise in the markets, stocks, or bonds, etc., I am glad Steve and his team is there for us.

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.

Rob Rosado

We have been clients of Linden Thomas and Company for nearly 15 years. They do exactly what we hired them to do: manage our retirement, grow our wealth--all while balancing it with the risk level we are comfortable with. With so many things to worry about, retirement isn't one of them.

Cleve Wright

I am a relatively new client of Linden Thomas, but during the time I have been with this firm, I have been completely satisfied with their service and the manner in which they continually communicate to me and respond to my questions in a timely manner. I am now with a firm that has my interests and goals in mind and always ask if there are any questions I have about my account, as to results, distributions etc. I am confident that I am being well taken care of.

Mary Lane

Working with Linden Thomas has been a great experience. I have been with the company since 2005. They have always responded quickly and accurately regarding any question or problem I have had. I have been able to give them my input without being made to feel that I was a bother and received advise that was unbiased and personalized for me.

Mina Levin

We have been clients for many years. Stephen Thomas and his very competent staff are one of the best firms we have ever dealt with. They are all extraordinarily polite and focus on the highest level of service during every point of contact. Their level of knowledge and willingness to help are outstanding. Most importantly, our financial goals have been met. The company continues to expand its services. I highly recommend them.

Chum Geissinger

Larry Smith

They have done a great job with my money. Steve Thomas is a hands on person and I have conversations with him on a frequent basis and he always wants to know if he can do more or if we need anything from him. I have been educated and informed as to the decisions that have been made in my accounts. These decisions are made jointly with my input. If I have a question the information is available quickly or I receive a phone call from them to discuss the issue. I have recommended them to several people and will continue to do so.

James 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 "run 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

Gene Baillie

Super organization that helped our group with investment and retirement plan decisions—and now for the last 10 years is continuing their expert and capable help with my individual retirement plan.

Gayle Singletary

My husband and I have been clients at Linden Thomas for many years and have been very happy with client service as well as results. Steve is always available for any thing we need, and is always helpful.

Jim McQueen

I have been a client of Linden Thomas & Co. for well over ten years. They managed my profit sharing contributions prior to my retirement in 2009. Since then they have handled my and my wife’s retirement funds much to our comfort and satisfaction. The asset allocation model that they have utilized has served us well to date, during both market ups and downs. Since I really have little or no interest nor expertise in the markets, stocks, or bonds, etc., I am glad Steve and his team is there for us.

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.

duncan morton,jr

I have been a client of Linden Thomas for 14 years. No detail is too small for their attention. All contact with this organization is handed in a manner as if you were a prized family member. As a result , you as the investor are freed from the concern of who is looking out for my best interest. They are!

David Dolan

I have been with this firm for 25 years and have had nothing but good things to say about the people who have served me during this time.

Jack Bonner

I have been a satisfied client for several years. Steve Thomas has put together an investment portfolio which satisfies my retirement income needs and, fortunately, has grown the principal. He, or someone in the firm, is always available to discuss issues that may arise. Changes are always discussed prior to implementation.

William Speaks

Linden Thomas is the best thing we have done financially. Our investments have grown substantially in our twelve year relationship. Mr. Thomas and company are always attentive to our investments and our needs.

Michael Berry

Unique and incredibly smart investment strategy for high wealth individual and institutions. Clients are highly satisfied.

Jeremiah Holleman

Excellent investing experience. Steady returns in good times and times not so good.Very transparent process.

Lanny Reavis

Excellent service. You are treated as a valued client, not just another account.

Alan Ward

Steve Thomas and Co has helped manage our personal finances for over 18 years and has skillfully guided us through 2 bear markets, helped us finance our kids' college education, and especially managed our fixed income portfolio extremely well. He has consistently performed beyond expectations. They have taken the time to accurately assess our risk aversiveness and structure our portfolio accordingly. He and his company have rightfully earned their multiple awards from Barron's.

Susan Rothemich

My husband and I have been clients of Linden Thomas and Co for over 15 years and couldn't be happier with his personal service, attention to detail, openness to our opinions and independent affiliation. He has been very successful in meeting, and exceeding, our goals for retirement.

Ken Winter

Have been with Linden Thomas for well over 20 years. Could not be more pleased with Steve and his entire staff. They are always friendly and punctual and are the ultimate " user friendly" company. Customized investment options and constant personal interaction are superb. Being retired, it is very comforting to have such a fine group of dedicated professionals managing your financial security. No need to compare with other companies I have worked with , this company is hands down the best! Would recommend them to anyone without hesitation, Steve and his group deserve 10 stars!

duncan morton,jr

I have been a client of Linden Thomas for 14 years. No detail is too small for their attention. All contact with this organization is handed in a manner as if you were a prized family member. As a result , you as the investor are freed from the concern of who is looking out for my best interest. They are!

David Dolan

I have been with this firm for 25 years and have had nothing but good things to say about the people who have served me during this time.

Jack Bonner

I have been a satisfied client for several years. Steve Thomas has put together an investment portfolio which satisfies my retirement income needs and, fortunately, has grown the principal. He, or someone in the firm, is always available to discuss issues that may arise. Changes are always discussed prior to implementation.

William Speaks

Linden Thomas is the best thing we have done financially. Our investments have grown substantially in our twelve year relationship. Mr. Thomas and company are always attentive to our investments and our needs.

Michael Berry

Unique and incredibly smart investment strategy for high wealth individual and institutions. Clients are highly satisfied.

Jeremiah Holleman

Excellent investing experience. Steady returns in good times and times not so good.Very transparent process.

Lanny Reavis

Excellent service. You are treated as a valued client, not just another account.

Alan Ward

Steve Thomas and Co has helped manage our personal finances for over 18 years and has skillfully guided us through 2 bear markets, helped us finance our kids' college education, and especially managed our fixed income portfolio extremely well. He has consistently performed beyond expectations. They have taken the time to accurately assess our risk aversiveness and structure our portfolio accordingly. He and his company have rightfully earned their multiple awards from Barron's.

Susan Rothemich

My husband and I have been clients of Linden Thomas and Co for over 15 years and couldn't be happier with his personal service, attention to detail, openness to our opinions and independent affiliation. He has been very successful in meeting, and exceeding, our goals for retirement.

Ken Winter

Have been with Linden Thomas for well over 20 years. Could not be more pleased with Steve and his entire staff. They are always friendly and punctual and are the ultimate " user friendly" company. Customized investment options and constant personal interaction are superb. Being retired, it is very comforting to have such a fine group of dedicated professionals managing your financial security. No need to compare with other companies I have worked with , this company is hands down the best! Would recommend them to anyone without hesitation, Steve and his group deserve 10 stars!

Business Hours of Linden Thomas and Company in North Carolina

SUNDAY
CLOSED
MONDAY
8AM–5PM
TUESDAY
8AM–5PM
WEDNESDAY
8AM–5PM
THURSDAY
8AM–5PM
FRIDAY
8AM–5PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Linden Thomas and Company en North Carolina
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