Linden Thomas & Company
Investing,
Financial Advising
Hours:
516 N Tryon St, Charlotte NC 28202
Hours
Most Recent Comments
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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!
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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...
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May 2023
Cold-called me trying to get business. I said I'm not interested and politely asked him to take me off of their calling lists. He hung up without any word or apology. Pretty petty and not someone I'd consider managing my money.
More Comments(29)
From Linden Thomas & Company
Our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to the unique financial goals of each client. We 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.
Our team consists of financial planners, portfolio managers, analysts, fixed income and equity traders, and retirement experts with over 100 years combined experience working with clients to help them plan and aim to maximize results with investable assets.
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Charlotte, North Carolina
