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October 2023 by rebecca kennedy
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.Jeff and Becky Kennedy
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October 2023 by FELTON RHODES
I have been using Linden Thomas & Company for over 30 years as my financial advisor and investment advisor, starting doing business early on when he went into business. I have been very satisfied with the way he operates and he has increased my net worth substantially during these years.I find Steve to be very knowledgeable about the trends going on and is able to help me with any questions I may have about my account. He has been able to hire competent people that are friendly, courteous , knowledgeable and responsive in a timely manner.I strongly recommend Linden Thomas & Company to any one in need of ongoing finiancial guidance.
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September 2023 by John Steinfeld
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 by William Speaks
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 and fidelity.
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September 2023 by Clinton West
My wife and I recently reached out to Linden Thomas to become clients. After several phone calls with 4+ employees confirming they would accept us as clients, an in-person meeting,and submitting our financial statements, we were told the "Owner" had a change of heart and would not accept us. After taking the time to setup/transfer everything on our end, this was truly a disappointing experience to be treated like this as a potential client, especially as we just had our first child and were promised help in several financial planning areas. Google reviews show others have had a great experience here, but wanted to share that we had the opposite experience.
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August 2023 by Jim McQueen
I have been a client of Linden Thomas & Co. for well over ten years. They managed my profit sharing contributions prior to my retirement in 2009. Since then they have handled my and my wife’s retirement funds much to our comfort and satisfaction. The asset allocation model that they have utilized has served us well to date, during both market ups and downs. Since I really have little or no interest nor expertise in the markets, stocks, or bonds, etc., I am glad Steve and his team is there for us.Update (8/11/2023):My wife and I are still with Linden Thomas & Co. after about 20 years. We are still most satisfied with Steve’s and his team’s management of our retirement funds. There have been ups and downs, including Covid, but we continue to feel financially comfortable. That’s a really good feeling these days.
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June 2023 by Patty Pellegrini
I am a retired physician and have a greater than twenty year relationship with Mr. Thomas. During my working years, my account was growing greater than my contributions. Since my retirement nine years ago, my wife and I are maintaining our lifestyle. Without contributions, drawing from the account to live on, the downturn in the economy and the volatile market, my account has not decreased in value.The staff at Linden Thomas and Company are always friendly, helpful and professional.Without reservation I would recommend Mr Thomas and his staff associates. I have recommended Mr Thomas to others and they have been satisfied.R Pellegrini
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May 2023 by Mark Burbridge
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.
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October 2021 by Gene Baillie
21 years ago I choose Steve and his firm, iLinden Thomas & Company as my investment advisor and strategist. Steve and his staff provide advice and philosophy in line with my financial goals to initiate, manage, and then provide my comfortable retirement income for the last 11 years, while maintaining and actually growing the principal amount. (I would repeat, I receive automatic monthly payments from my retirement account and the current principal amount is larger than when I began!) Steve or one of the staff touch base with me often, but I always get calls about any proposed tweaks or adjustments that might benefit the process. Recently they have added additional financial instruments that have performed well for me. I can highly recommend the firm for your investment performance needs as you prepare or need current help for retirement needs.
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October 2021 by Sulochana Shenoy
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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October 2021 by Dennison Robey
I have been a client of Steve Thomas for 20 years. His sound investment advice has enabled me to retire confidently. My portfolio has grown since retiring. His recommendation to stay diversified works well through the ups and downs of the financial markets. He frequently contacts me to check on my present monetary needs. I highly recommend Linden Thomas Company.
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October 2021 by Bedford Smith
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.
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October 2021 by Rick Pellegrini
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.
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October 2021 by Mark Doyle
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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October 2018 by D Heinig
I have been with Linden Thomas and Co. for 15 plus years. I am beyond pleased at the professionalism, kindness, and care given to every detail of my portfolio. Keeping in tune with the current global market, Steve and his Staff allows the portfolio owner to be satisfied that every decision made is a conscientious one. The spirit of excellence and talent at Linden Thomas is unsurpassed. I am blessed to have my portfolio here.
