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.

☎️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.: Un Receso a la Excelencia Financiera

Ubicación y Contacto

Thorson Financial Estate Management, Inc. se encuentra ubicada en 1101 Standiford Ave # C2, Modesto, CA 95350, lo que la convierte en una opción conveniente para aquellos que buscan asesoramiento financiero en la zona de Modesto. Puede contactar a la empresa llamando al teléfono: 2095220250 para obtener más información o visitar su página web http://www.thorsonfinancial.com/.

Especialidades y Características

Thorson Financial Estate Management, Inc. se destaca por ser una empresa especializada en asesoramiento financiero. Los expertos de la empresa ofrecen una atención personalizada y accesible a sus clientes, lo que les permite resolver sus dudas y objetivos financieros de manera efectiva. La empresa también se enfoca en crear un ambiente cómodo y accesible para todos sus clientes, lo que se refleja en su entrada y aparcamiento adaptados para personas con silla de ruedas, así como en su restaurante accesible.

Recomendaciones y Opiniones

Los clientes satisfechos de Thorson Financial Estate Management, Inc. destacan la excelencia del equipo de asesoramiento financiero, liderado por Tom y Jacob. Estos expertos son conocidos por ser gentlemen accesibles y explicativos, lo que les permite a sus clientes comprender sus opciones financieras de manera clara y concisa. En general, la experiencia de los clientes con Thorson Financial Estate Management, Inc. es positiva y recomendada.

Otras Características y Servicios

La empresa ofrece apuntamientos en línea para aquellos que deseen programar una cita con mayor comodidad. Además, el equipo de Thorson Financial Estate Management, Inc. se compromete a brindar una atención personalizada y atenta a las necesidades de cada cliente.

Recomendación Final

Si busca un asesoramiento financiero confiable y accesible, Thorson Financial Estate Management, Inc. es una excelente opción. Con su equipo de expertos y ambiente acogedor, la empresa se destaca por ofrecer soluciones financieras personalizadas y efectivas. Visite su página web http://www.thorsonfinancial.com/ para obtener más información y programar una cita con sus expertos. No dude en contactar a Thorson Financial Estate Management, Inc. para alcanzar sus objetivos financieros

👍 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