Thorson Financial Estate Management, Inc. - Modesto, California

Address: 1101 Standiford Ave # C2, Modesto, CA 95350.
Phone: 2095220250.
Website: thorsonfinancial.com
Specialties: Financial consultant.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Thorson Financial Estate Management, Inc.

Thorson Financial Estate Management, Inc. 1101 Standiford Ave # C2, Modesto, CA 95350

☎️2095220250

⏰ Open Hours of Thorson Financial Estate Management, Inc.

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Thorson Financial Estate Management, Inc.

Una empresa de administración de patrimonio financiero con sede en Modesto, California, que ofrece servicios de consultoría financiera a individuos y familias.

Sobre la empresa

Thorson Financial Estate Management, Inc. se encuentra ubicada en 1101 Standiford Ave # C2, Modesto, CA 95350 y puede ser contactada a través de su teléfono 2095220250 o mediante visita a su sitio web thorsonfinancial.com.

Especialidades

La empresa ofrece servicios de consultoría financiera, lo que incluye Financial consultant y otros servicios relacionados.

Otras características

Thorson Financial Estate Management, Inc. cuenta con las siguientes características:

Online appointments
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

Opiniones

Según los comentarios de los clientes, Thorson Financial Estate Management, Inc. ha demostrado ser una empresa de confianza, con una promedio de 4.5/5 en Google My Business. Los clientes elogian a los consejeros financieros por su disponibilidad y accesibilidad, así como por su capacidad para explicar conceptos financieros de manera clara y sencilla.

Diana Reyes: Una cliente satisfecha

Diana Reyes, una cliente de Thorson Financial Estate Management, Inc., ha expresado su satisfacción con los servicios de la empresa. Ella mencionó que Tom y Jacob, dos de los consejeros financieros, son gentlemen de gran calibre y disponibles, lo que la ha ayudado a aliviar sus preocupaciones financieras. Ella también mencionó que llamó a Tom el viernes por la noche y recibió una respuesta inmediata, lo que la hizo sentir segura y atendida.

Otros datos de interés

Thorson Financial Estate Management, Inc. ofrece servicios de consultoría financiera a individuos y familias, con un enfoque en administrar patrimonios y planificar para el futuro.

👍 Reviews of Thorson Financial Estate Management, Inc.

Thorson Financial Estate Management, Inc. - Modesto, California

Diana R.

5/5

Tom and Jacob are two of the best financial advisors I have ever worked with!! They are both down to earth...great gentlemen and explain everything in an understandable way! To top it off.......they are always accessible!

I called Tom on a Friday night while I was in a parking lot at 4:30 PM with my senior mom who wanted answers to a financial question right that minute. Tom answered immediately and helped me put my mom at ease.

Using Thorson Financial was one of the best decisions my whole family has ever made. Don't hesitate to reach out to this company!!

Diana Reyes

Karlene S.

5/5

Working with Jacob at Thorson Financial Management has been the best experience. I relocated from out of state two years ago, and he has guided me with excellent advice related to investment, and all my financial decisions.

Carla M.

5/5

I have used Thorson Financial for over 10 years. They helped us setup our trust and always provided honest and useful advice. Tom helped me make a life changing decision to wait and take my Social Security at 70. Other advisors I have used commented on how super knowledgeable Tom is. Start here for honest advice.

Allan C.

5/5

Tom has been an advisor for over 25 years. In the past15 years he has focused on people like me that are either or-retired or retired. Tom, by continually updating his knowledge on investment tools and strategies has helped me feel more secure in my retirement and to maintain my income. He takes a genuine interest in my welfare, provides excellent service, and I would recommend him to anyone.

Inger H.

1/5

I am a 78 year old woman, I always managed my investments myself till my husband got cancer and he needed me. So when I met TomThorson I liked him and thought he would be honest and manage my investments well. I turned over my investment last June 2014. At our 6 mo review I questioned why the funds were staying the same with no gain at all. Tom said that it takes time, my investments in the past usually made some gains or loses. This March 2015 i again checked the progress and again no change.
I decided to leave Thorson Financial as I was paying them fees to manage my accounts. I called Tom on March 30,2015 and asked him to liquidate my trust fund and send me a check. I needed the money due to a large tax bill, which was caused by Tom selling all the funds in one account giving me a taxable gain of over $12,000.00 without advising me.
I am writing this on Sunday April 12. I am still waiting for my check. Tom said it would be here Saturday by special delivery, so I stayed home all day waiting. I have 3 days till my taxes are due and I am quite upset by the lack of caring displayed by Tom thorson. He even joked about it "don't worry they will not come and take you away in handcuffs"
Inger Hammer

Mags G.

5/5

Excellent Service! !

Nick S.

5/5

Great Service.

Steve F.

5/5