Here’s The Deal: Linden Thomas & Company is one of the leading financial planners in Charlotte, NC. Stephen L. Thomas is the founder of the firm. He began his career in Washington, DC with EF Hutton in 1987. Linden Thomas and Company's mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. They do this by creating and implementing strategies tailored to the unique financial goals of each client. They are driven to provide clients with uncluttered, clear, professional advice to enhance their quality of life and lead them to a sustained accountable investment solution. Their team consists of financial planners, portfolio managers, analysts, fixed-income and equity traders, and retirement experts with over 100 years of combined experience working with clients to help them plan and aim to maximize results with investable assets. Each of their team members is here to add a layer of expertize and support by helping each client meet their needs before and during retirement.
UNIQUE FACTS:
• Celebrating Over 30 Years of Putting Clients First.
3 Best Financial Services in Charlotte, NC
Expert recommended Top 3 Financial Services in Charlotte, North Carolina. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 LINDEN THOMAS & COMPANY REVIEWS
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, their personalized management has sustained us. Steve Thomas and the entire team at Linden Thomas helped us reach a place of financial security even in the face of those unexpected financial challenges and we would highly recommend them.
I have been a client of Linden Thomas & Company for over 20 years. The company has been extremely professional and has managed my account much to my satisfaction. The advice and philosophy given to me has been productive. I retired six years ago and my portfolio is greater now than when I retired. My relationship with Mr. Thomas (CEO) is personal and he calls monthly to confer with me regarding my account. Mr Thomas and staff are extremely receptive to my requests and needs and are very professional. I have recommended the firm to friends and acquaintances and all are satisfied. I highly recommend Mr Thomas's financial services.
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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Hobart Financial Group is an independent financial planner in Charlotte, NC, and Chris Hobart is the CEO of the firm. He established the firm in 2004 with the belief that true wealth means sharing your life with the people you love, free from financial anxiety. Hobart Financial Group’s mission is to assist individuals and families in achieving a financially secure future. The team believes in opening with integrity, honesty, and transparency. Their commitment to these three promises allows them to develop straightforward financial planning with a personal touch. They take pride in developing long-term client relationships built on trust, shared values, and mutual respect. After designing your plan, they begin putting it into action. From helping you open new accounts to helping you transfer funds, their team handles the coordination of all implementation steps. They believe your financial strategy is a living and breathing plan. Their team regularly reviews your portfolio’s performance and makes necessary adjustments based on major life events or industry trends. The firm is dedicated to personalized service with uncompromising integrity. They focus on building customized portfolios that help you reach your goals.
UNIQUE FACTS:
• Online Consultation.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
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TOP 3 HOBART WEALTH REVIEWS
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.
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.
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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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Tristate Financial Advisors Charlotte Financial Services Tristate Financial Advisors Charlotte Financial Services](https://threebestrated.com/images/TristateFinancialAdvisors-Charlotte-NC.png)
Here’s The Deal: Tristate Financial Advisors is a well-known financial advisor in Charlotte, North Carolina. Jason Mickool is the president of the firm. He has been in finance for 25 years and knows all the ins and outs of managing investments, planning for retirement, and dealing with taxes. He's also great at protecting people's assets and ensuring they're financially secure. And he doesn't just give advice, he coaches people personally to help them reach their financial goals. He started his career at American Express Financial Advisors, where he demonstrated his integrity and servitude to grow to a Field Vice President. Although enjoying his career as an executive, he always had a passion for helping clients. He and his team are highly trained professionals committed to helping you achieve your needs and goals in life. They look forward to truly getting to know you so they can work together with you to develop a financial plan that fits your path in life. They are a full-service comprehensive financial and wealth management firm focusing on helping their clients. They understand how intimidating it can be to work with a large financial group, so they take a personalized approach and work together with you to navigate your financial strategy.
UNIQUE FACTS:
• Free Consultation
• Retirement Calculator.
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Contact:
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Sat & Sun: Closed
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TOP 3 TRISTATE FINANCIAL ADVISORS REVIEWS
Working with my Ian has been an absolute game-changer for me. His expertise in investments and debt management has alleviated so much stress, allowing me to focus on my financial goals with confidence. He has also transformed my 401k investments, after analyzing my portfolio performance compared to his suggested strategy, and I now feel peace of mind knowing I’m not missing out on market growth. Additionally his strategic recommendations for my employee stocks has significantly accelerated my journey towards financial freedom. I couldn't be more grateful for his dedication, professionalism, and invaluable guidance. Highly recommend.
I have been very satisfied with the results and support I have been receiving from Ryan Smith. He is very meticulous and driven to insure my investments are in the right place making me feel good about my retirement planning. I can always count on Ryan to be there whenever I have a question and he responds with a very thorough and simplified explanation. I feel he has given me the best advice and direction when it comes to my financial plans. I highly recommend Ryan for future financial needs.
I have worked with Dillon Donechie for several years now. He's been a great resource and fiduciary of assets. He listens and provides sound advise in helping achieve short term and long term goals.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.