Linden Thomas & Company is a financial consulting firm that specializes in delivering comprehensive wealth management services. Their team comprises experienced financial planners, analysts, portfolio managers, fixed income and equity traders, as well as retirement experts who collectively possess over a century of expertise in serving clients. With a disciplined institutional strategy, Linden Thomas & Company strives to construct efficient portfolios that prioritize delivering results, accompanied by exceptional client service. They are dedicated to providing clients with clear and professional advice to improve their quality of life and guide them towards accountable and sustainable investment solutions. Their primary focus is on maximizing outcomes through the collaborative efforts of a qualified team of professionals working in the best interest of their clients. To evaluate your current financial portfolio, reach out to them for a complimentary and obligation-free assessment.
3 Best Financial Services in Charlotte, NC
Expert recommended Top 3 Financial Services in Charlotte, North Carolina. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
LINDEN THOMAS & COMPANY REVIEWS
Twelve years ago I received an unsolicited call from a representative of Linden Thomas & Company asking for an appointment to review my finances. With much skepticism my wife and I met with him and discussed our finances. He conducted a thorough review of our assets and presented the analysis to us. The results were startling and caused us to review our financial plans and ultimately shift all our assets to Linden Thomas. It is one of the best decisions we have ever made. Our investments have steadily grown despite market fluctuations, a monthly withdrawal and required distributions. We are confident that Steve has developed a plan for us that meets our retirement needs while providing growth of our assets. He and his staff are consummate professionals who, with great passion, courtesy and commitment, work tirelessly to maintain our financial stability.
I have been with Steve Thomas and his group for several decades. Initially my money was invested amongst several different groups. Over time, based on results/fees/safeness/downside capture, I have gradually shifted my assets towards Linden Thomas & Company. I retired last year and they made the shift from accruing assets to dispensing assets seamless. Since retirement my assets have grown. At no point have I detected dishonesty or the pushing of financial products. I have found their advice sound. I recommend Linden Thomas & Company without reservation.
i have been a client with Steve Thomas for almost 20 years. I started with my IRA first and later requested him to manage individual account also. I have been withdrawing from my IRA (required minimum distribution) for the past 10 years. In spite of withdrawals from IRA , it has grown substantially. It is a pleasure working with him and his staff. Steve calls me regularly and keeps me updated.
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Hobart Financial Group is an independent financial advisory firm that prioritizes personalized service and unwavering integrity located in Charlotte, North Carolina. Founded by Chris Hobart in 2004, the firm believes that true wealth entails sharing life with loved ones, free from financial concerns. Their mission is to assist individuals and families in attaining a financially secure future. Hobart Financial Group is committed to providing personalized service founded on unwavering integrity, fostering client relationships built on trust, shared values, and mutual respect. Their focus lies in constructing customized portfolios that align with your goals. With an in-house team dedicated to monitoring and researching optimal solutions, they create strategies that minimize risk and maximize efficient growth to meet your specific needs.
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HOBART WEALTH REVIEWS
They listen to my opinions and give really good feedback. Things I say are well received and not just dismissed and that means a lot. This is money I’ve worked hard for and would never take a backseat to what it can do for me. Hobart understands that and makes sure I have the communication I need for my peace of mind.
My husband and I both work with Hobart Wealth. We have four years and have had a lot of life changes over the years. Good, bad, ups and downs but they have been with us every step of the way. They have never made us feel like a face in the crowd, they have been wonderfully responsive and helpful and full of good advice.
Chris Hobart and his coworkers are an amazing group of individuals who come together to form an incredible team. Chris Hobart and this team have a genuine commitment to the relationships they develop with everyone they interact with and are passionate about everything monetary.
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Turning Point Financial, Inc. is a financial advisory firm led by Mark, situated at the Hixon Building in Charlotte, North Carolina, an Investment Adviser Representative. Mark established the firm in 2005 with a strong focus on assisting individuals in navigating their personal finances. The company specializes in financial life management, recognizing that safeguarding assets through insurance is often the most effective approach to mitigating significant risks. They also provide support to business clients in establishing and maintaining group benefits. Clients value the personal touch and dedication exhibited by the team at Turning Point Financial, finding them attentive and committed to their work. With a track record of helping numerous clients nationwide, the firm has played a crucial role in enabling them to retire comfortably and pursue their dreams.
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TURNING POINT FINANCIAL, INC. REVIEWS
Mark is knowledgeable in all aspects of financial planning. He is patient and takes the time to thoroughly review the numerous financial vehicles available to ensure he understands and can meet the needs of his clients. Mark helped me enact a plan that meets my short and long term goals. He is proactive and stays in touch to ensure my plan remains on target or requires adjustments. I now have financial security for my retirement years. I am debt-free, have reserve funds, sufficient emergency reserve funds, and my retirement funds are maximized. I trust Mark completely and recommend him 100%...
I would like to give a response to the help and advice I received from Mark. He gave me the best info I needed to make the best decision in my situation. I retired early due to physical issues and he gave me the clarity I needed to make the best decision. He saved me thousands in fees. I didn't get that from info from the "professionals" that I turned to help me when I needed an impartial opinion. The tax knowledge he has...helped me immensely. He truly has his clients best interests in mind.
In sharing my goals and liquidity, Mark has been able to suggest options that I normally would have absolutely no clue about. In so doing, I understand more about possible outcomes and can make intelligent choices based on his experience and expertise. I am genuinely appreciative for this and to continue working together in the future.
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