Linden Thomas & Company

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.