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Linden Thomas & Company
- Financial Advising
- Charlotte, NC
About this business
Specialties Private Wealth Management At Linden Thomas and Company, we strongly believe that our clients' financial goals must always come first. The financial advice and wealth management consulting we provide is based upon your needs and our ability to help meet those needs independently. Our financial consulting approach allows us to really listen to what matters to you, our client. By acting in your best financial interests, we are able to help meet your needs, independently, without constraints. As independent investmen... read more
Location details
516 N Tryon St, Charlotte, NC, 28202, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My husband and I have trusted Linden Thomas & Company to manage our investment portfolios, both retirement and retail, for over 20 years. Both the service and the results have consistently exceeded our expectations! They have helped us understand and adhere to the principles that underlie good investment decisions. We have worked the most closely with Steve Thomas and Brian Krakker. Both have been very responsive and helpful with everything from our income needs in retirement to tax and estate planning and maintenance. ... read more
In the late 1990's my husband and I were fortunate to connect with Steve Thomas to manage our retirement accounts. We had limited financial background knowledge at the time. Steve and his team have guided and educated us with their expertise for the past 25+ years. Even with an unplanned early retirement due to a medical condition, our financial well being has improved beyond our wildest expectations. Thank you Linden Thomas & Company for giving both of us "peace of mind" as we continue to plan for the future.
Linden Thomas and Company has been an incredible blessing to us over the past 25 years. Their financial support and encouragement has not only met the needs of our family, but has also impacted countless others through our nonprofit work both overseas and in the US. The company’s principal and team have shown genuine interest in our work and a heart for missions that is truly inspiring. Their generosity and commitment to supporting worldwide kingdom work have been a source of great encouragement. We are grateful for their on... read more
From the very first meeting, they took the time to understand my goals and explain everything in a way that made sense. Feel confident about my financial future, and I love that they focus on strategies that truly work, not just trends. Their team is professional, approachable, easy to reach and always willing to answer my questions. Highly recommend!
We were clients of Steve Thomas even before he started Linden Thomas over 20 years ago. Honesty, competence and dedication to his clients have always been his mission. We appreciate that the team at Linden Thomas treated us as "important" clients even when our assets were small. They still keep us educated on their strategies and actions and engage us in their investing decisions. When we were forced into early retirements due to a medical event in 2016, our confidence was validated. Even through the post COVID downturn, the... read more
Frequently asked questions about Linden Thomas & Company
How is Linden Thomas & Company rated?
Linden Thomas & Company has a 4.8 star rating with 56 reviews.
When is Linden Thomas & Company open?
Linden Thomas & Company is closed now. It will open on Monday at 8:00 a.m.
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