Linden Thomas & Company
About the Business
Located at 516 North Tryon Street in Charlotte, North Carolina, Linden Thomas & Company is a finance institution dedicated to putting client needs first. With a team of professionals focused on building efficient portfolios tailored to individual client needs, Linden Thomas & Company prioritizes maximizing client results. Founder Stephen L. Thomas has a long history in the finance industry, starting with EF Hutton in Washington, DC and later moving to Merrill Lynch before establishing his own firm. Recognized as one of the industry's top wealth managers, Thomas and his team have built a reputation for their dedication to client service and portfolio management. As an independent asset manager registered under the SEC, Linden Thomas & Company offers clients the freedom to build portfolios directly through individual securities. With a focus on results and service, Linden Thomas & Company is committed to educating future generations of clients through innovative investment platforms and educational resources.
Photos
Location & Phone number
516 N Tryon St, Charlotte, NC 28202, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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. Jeff and Becky Kennedy"
"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."
"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!"
"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."
"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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