Linden Thomas & Company
Investing,
Financial AdvisingHours:
516 N Tryon St, Charlotte NC 28202 Hours
About Linden Thomas & Company
Linden Thomas & Company is a reputable asset management firm that employs a team of certified financial planners (CFPs), chartered financial analysts (CFAs), and other industry experts. The firm offers personalized portfolio management services, tailoring each client's investments to their individual needs and goals. By managing clients' assets directly, Linden Thomas & Company helps them avoid the high costs associated with investment advisors and third-party mutual funds. Clients have been highly satisfied with the firm's services, with some having been with Linden Thomas & Company for over 30 years. The company's philosophy of patience and portfolio balance has served clients well through market ups and downs. Clients appreciate the firm's accessibility, with regular check-ins and prompt responses to any questions or concerns. The staff at Linden Thomas & Company are described as friendly, courteous, knowledgeable, and responsive. Clients trust the firm's advice and fidelity, and have recommended the company to others who have also been satisfied with the services provided. Overall, Linden Thomas & Company is a trusted and competent asset management firm that has helped its clients achieve their financial goals through personalized, cost-effective portfolio management.
Most Recent Reviews
September 2023
Have been with Linden Thomas for 25+ years through market ups and downs. The firm’s philosophy of patience and portfolio balance has served me well. I’m happy to recommend them!
September 2023
Linden Thomas is the best thing we have done financially. Our investments have grown substantially in our nearly 20 year relationship. Mr. Thomas and company are always within arms reach, as they reach out to us at least once a month and usually more to check on our needs and concerns. We have utmost trust in their advice...
read full commentOctober 2018
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.
More Comments(30)
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