Recommended
5 stars out of 5
Frank C.
07/13/2023
Easy To Get What You Need
Thomas is professional and easy to deal with. We looked at the various pots of funding that I had, my requirements and the future road ahead... By the end, everything was set up and I was ready to move forward with the next stage of my life. I highly recommend Thomas.
Recommended
5 stars out of 5
Jesse F.
11/20/2022
Very professional!
We had a really great experience with Thomas throughout the whole process. He is attentive and really takes the time to understand our perspective and presents the different options available. It’s been a pleasure to work with Thomas and we are looking to continue working with him in the future.
Stéphanie & Jesse
Recommended
5 stars out of 5
Nancy P.
01/27/2021
In Thomas, we trust!
For the longest time, I’ve had my reservations about getting insurance but after working with Thomas, he put all of my fears and concerns at ease by thoroughly explaining every single detail! I always felt like he had my best interest and would make sure all of questions were answered! Thanks again for everything Thomas. I look forward to continue working with you! Cheers
Recommended
5 stars out of 5
Sara M.
11/27/2020
The all in one everyone needs!
I've been putting off getting everyone else insured but after meeting Thomas he really made the whole experience a no brainer. He made sure we understood everything and went over all our options to create something that would cover what we need to protect and at a price we could afford.
Recommended
Benoit C.
10/22/20
Professional, available, friendly.
It's been really great working with Thomas on my insurance needs. He really made the experience stress free and was able to answer all my questions. Even the ones I didn’t know I had. Very thankful to Thomas for all his help.
Recommended
5 stars out of 5
Charles G.
06/09/20
Exceptional service and extremely knowledgeable
Thomas was always a pleasure to dealing with and always took the time to make sure you understood the services. He took the time to understand your needs and give you the best product that fits your current needs. He is always will to help and we look forward to being his client for a long time. He has sound advice and I would recommend him to anyone looking for his services.
Recommended
5 stars out of 5
John O.
08/11/20
High Quality Service, Professional and friendly): professional and knowledgeable
patient - knowledgeable - knows his products - explains all aspects of Insurance details
Recommended
5 stars out of 5
Charles G.
06/09/20
Exceptional service and extremely knowledgeable
Thomas was always a pleasure to dealing with and always took the time to make sure you understood the services. He took the time to understand your needs and give you the best product that fits your current needs. He is always will to help and we look forward to being his client for a long time. He has sound advice and I would recommend him to anyone looking for his services.
Recommended
5 stars out of 5
Manuela D.
05/29/20
Knowledgeable and Great Service
We were in the process of changing investors. Thomas was referred to us by a colleague. Thomas' approach with clients is very professional. He demonstrated great knowledge and was very informative. He took the time over a virtual meeting to review our portfolios in great detail. He gave us the comfort of knowing that we were working with the right individual. The highest level of service and investment advice was presented to us by Thomas. We look forward to a continued relationship with him.
Recommended
5 stars out of 5
Phil B.
05/14/20
Competent, Trusty Worthy, and Friendly
Thomas took the time to provide us with a thorough review of our situation and our needs. He presented multiple options to us that could fit different budgets and long term plans. Working with him, we were able to find a solution that met our short-term budget and long-term goals. He was professional, patient, and responsive. I highly recommend connecting with him; even if it's just to learn more or review your existing policies.
Recommended
5 stars out of 5
Valerie H.
05/11/20
Patient, Professional & Positive
Our experience with Thomas was a positive one throughout. Kind and patient, Thomas took the time needed to explain the products and possible outcomes, while respecting our schedules. He checked in on us regularly to make sure there were no stones unturned and that we were clear on steps to come. He is knowledgeable, organized and arrives prepared. Choosing to work with Thomas is an assured success.
Recommended
5 stars out of 5
Sean D.
04/17/20
Very knowledgeable and the best place I could have started!!
I met Thomas through my parents. He was dealing with them for many years and eventually I decided to start investing my own money. Our first meeting is one I'll probably never forget. I was new to the whole idea of investing and Thomas broke it down so beautifully in a way that I could understand and feel comfortable with. He told me that one of the biggest parts of his job was "helping people manage their emotions." I found out while working with him that this was true. Because of course when it came to dealing with my money, my emotions were all over the place. For me, the greatest thing Thomas does is his simple checks ins. I will get either a text or an email always asking how I'm doing, if I need anything or have any questions. These emails always seem to come when I start to feel just a bit uneasy as if he had almost known exactly when I needed it. I would highly recommend Thomas if you are just starting out. There is an aspect of his personality that made him so genuine and real. This helps you understand that his only real motivation is help to you better yourself.
Recommended
5 stars out of 5
Sarah W.
02/28/20
Great Service
"I met with Thomas for disability and critical illness insurance as well as investments. He was very flexible with meetings and simplified the whole process making it very easy for me to understand and get everything set up. He was easy to get in touch with and has provided ongoing follow up. I look forward to continuing to work with him."
Recommended
5 stars out of 5
Marc S.
02/21/20
Great service
"Meeting with Thomas was a great experience and I would recommend this professional to anyone looking for these types of services!
Thanks again."
Recommended
5 stars out of 5
J L.
02/09/20
Thorough and Professional
"As someone with no prior experience with purchasing insurance, Thomas took ample time to educate me on the variety of options available in the marketplace. As a result, I was able to narrow my focus and understand exactly what type of insurance I wanted. Thomas was thorough and professional."
Recommended
5 stars out of 5
Krista D.
02/08/20
Personal and Knowledgeable
"Thomas was able to meet me where I am at for my current financial and insurance needs and implement a plan moving forward. He provides a very personable service that makes me feel confident that he is looking out for my best interests. I trust him to be a go-to person and feel comfortable to ask him any questions. I love that he can be the middle man for any communication between me and the providers. I highly recommend Thomas when building a foundation for your future."
Recommended
5 stars out of 5
Samia K.
09/09/19
High quality service and very professional.
"Thomas is excellent person to work with. He is professional, friendly person. He knows the insurance products well and he explained it clearly. He listen to the person's goals and suggests what type of insurance is suitable and good to the individual.
I recommend to work with Thomas Thorne."
Recommended
5 stars out of 5
Caylea P.
17/08/18
Recommended
"I enjoy working with Thomas. I feel like I can trust him because he has explained things to me in a way I can understand and he has also been working with my father for many years.
I feel I am more knowledgeable on investments & insurance than I have ever been before and the plan we are following works well for my short term and long term financial and life goals."
Recommended
5 stars out of 5
David H.
08/01/18
Highly Recommended
"While other investment or life insurance agents simply sell you a policy and then seldom, if ever, do you hear from them again, Thomas regularly "checks in" to see how things are going. This proved to be very beneficial just after I turned 64 because I was thinking about getting another life insurance policy as my 10-year term life insurance policy was coming due in a couple of years and would be unaffordable to renew. Thomas's continual research into new products proved to be very beneficial because he found a very affordable investment life insurance plan that met and exceeded my expectations.
Another service that I particularly appreciate from Thomas is that investment statements are available on-line at any time, unlike other institutions that only provide them annually or at the end of the investment term.
In summary, Thomas Thorne is a highly reliable, proactive and trustworthy person who listens to your needs, researches available products and services and recommends cost-effective investment and life insurance strategies that match your risk assessment and overall global financial protection needs.
While other investment or life insurance agents simply sell you a policy and then seldom, if ever, do you hear from them again, Thomas regularly "checks in" to see how things are going. This proved to be very beneficial just after I turned 64 because I was thinking about getting another life insurance policy as my 10-year term life insurance policy was coming due in a couple of years and would be unaffordable to renew. Thomas's continual research into new products proved to be very beneficial because he found a very affordable investment life insurance plan that met and exceeded my expectations.
Another service that I particularly appreciate from Thomas is that investment statements are available on-line at any time, unlike other institutions that only provide them annually or at the end of the investment term.
In summary, Thomas Thorne is a highly reliable, proactive and trustworthy person who listens to your needs, researches available products and services and recommends cost-effective investment and life insurance strategies that match your risk assessment and overall global financial protection needs."
Recommended
5 stars out of 5
Van M.
01/26/16
Thorough, Expert, Easy to work with
"Thomas takes the time to educate his clients on all the aspects and particularities of each product that may be suitable for them. It was immediately evident that he was not looking for a quick win. There is no doubt in my mind that Tom has my interest at heart."
Recommended
5 stars out of 5
Nancy G.
11/30/15
Exceptionally professional and knowledgeable!
"Thomas was great at explaining and guiding me through different options and policies. He really helped me understand what I needed and why. In the end, I feel very confident and secure knowing that I have selected a policy that is best for my needs, budget and comfort level. Not only is Thomas exceptionally professional and knowledgeable, but he is able to explain things without using confusing jargon. Highly recommended!"
Recommended
5 stars out of 5
Jeton
11/06/15
Highest Level of Quality Service, Professional, Friendly, Funny, Trustworthy, Helpful, Resourceful, and very Honest
"Thomas reached out to me after I had contacted an insurance company looking for UL policy. They say first impressions are extremely important and I can tell you that Thomas did not disappoint. He was very professional, friendly and knowledgeable from the get-go. He got my information and requirements down and within a week of our first meeting, he presented an information package that explained exactly in detail how life insurance policies work and the differences between UL, Participating/Whole Life and Term which made it extremely easy to choose the appropriate product for my needs.
Whenever I or one of my family members had any questions, Thomas would get back to us almost immediately, if it was during business hours, otherwise next business day. In the event that he did not know the answer 100%, he would tell you after which he would make it his "mission" to finding the correct answer and get back to you within 24-48 hours. If he was ever out of town or country, he would let you know in advance so that if you had any problems, you could contact the insurance company directly.
Before I entered into business with him, I met with a lot of insurance agents while I was shopping around of my life insurance. I can tell you right now from my current experience with Thomas as others will as well I'm sure, that he is someone who you want on your team when it comes to dealing with insurance or specific financial products.
He's funny, trustworthy, honest, helpful and resourceful especially if your shopping for other insurance products like vehicle or home, or have needs for specific products like mortgages or financial planners.
Therefore, I would recommend him to anyone who wants one of the highest level of Quality Services, if not the highest, in the insurance business."
Recommended
Jo M.
05/28/15
"I was looking for disability insurance, I found Thomas on the Internet. We set up a meeting at Starbucks. I had met with other salesman before so I had a good idea what to expect. Within 10 minutes of meeting with him, I had learned more from him than I had the previous meetings. Thomas went over what I should be looking for in a policy and showed me what my options were. He explained everything and made sure I understood and was comfortable.
We met for a second time because I had decided to set up a policy. We went over all the questions and made sure I knew exactly what I was getting. After our meeting there was a waiting period to see if I would get approved. During that time he kept in touch every time he got an update about my application.
Over all I am very pleased with our interaction. Thomas is very personable and very thorough. He took the time to explain everything. Thomas is looking out for my best interest, and makes me feel like I am more than a client to him.
I would recommend him to anyone looking for insurance."
Recommended
Pierre P.
2/6/15
First steps
“I first met Thomas a couple of years ago after a friend of mine introduced us. After we met there was no immediate need to make any changes or add anything new with regards to our insurance portfolio, however I understood it would only be a matter of time until that situation changed. Thomas kept in touch on a regular basis and a professional manor. I never felt pressured or uncomfortable. Recently, it was time to make changes (update our insurance coverage, look into new products to cover a wide range of coverage, and our existing advisor was leaving the industry). Thomas stepped up to bat. He validated everything we had, kept what was still good and relevant as well as reassessing our needs so we were then able to priorities the changes we needed to make. We took care of the biggest areas of risk, and will take care of the other areas over time. Thomas made the process of addressing our insurance needs simple, easily, and thoroughly. If there are any challenges along the way he will find the answers to get the best possible outcome. Highly recommended”
Recommended
Roxane M.
1/26/15
Thorough, Diligent, Knowledgeable & Informative
“I have entrusted Thomas to handle my insurance needs. What I find in Thomas is an individual who genuinely cares about your specific situation and will go above and beyond to obtain the best scenario to suit your needs. I was not overly familiar about insurance and what is required, recommended or safe to have as coverage, however Thomas did an amazing job at informing me of my needs and what is best for me. I definitely appreciated that he kept me informed throughout the entire application process and went out of his way to present me with the final paperwork once my policy was issued. I feel protected having Thomas as my agent / advisor. Even so, that I’ve asked Thomas to take over an existing policy that I had in place. I recommend Thomas Thorne with 5 stars!”
Recommended
Rob D.
1/16/15
Very Trustworthy
“My experience with Thomas had been tremendous. He genuinely cares for those he serves and makes sure that the products he offers are in the best interest of the individual. I highly recommend Thomas and would never consider having my insurance needs met by anyone else. You owe it to yourself to meet with him.”
Recommended
Darryl D.
1/15/15
Thorough, Diligent, Professional
Thomas is the new standard to judge other agents against. Not only does he bring a wealth of experience to the table, but he also he focuses 100% of his attention on the matter at hand when he meets with you: specifically, protecting you and your entire family for years to come against whatever life throws your way. In addition, working for myself means I work a very busy schedule at all hours, but Thomas was always able to meet on my schedule. I'd recommend him to anyone.
Recommended
Tracy D.
1/8/15
Thomas is a great caring gentleman who will go far and beyond his duties as a consultant. We have known Thomas for about 4 years now. Very dedicated to his clients. Great personality, Very approachable, Very polite in his field of work. I would recommend him to our family and friends.
Recommended
Dave B.
11/24/14
You’re in great hands with Thomas!!!!!
I've recently purchased a disability policy through Thomas and was very pleased with his level of professionalism, dedication and knowledge throughout the entire process. He was very honest and informative and didn't try to sell me something I didn't quite need. Thomas was there for me along the way to try and get me the best policy possible according to my specific needs. I was very impressed with his attention to detail and with my busy work schedule, his ability to make himself available for appointments. I've had bad experiences in the past working with financial advisors but this experience was different. I appreciate all the sound advice and guidance I received from Thomas thus far and looking forward to purchasing a critical illness policy from him in the near future and referring family and friends! Thanks Thomas!
Recommended
Tyler & Diana L.
10/30/14
Family first relationship
Thomas came to us referred through my wife's business. Upon first impression you cannot help but feel confident he is putting you and your family first. Throughout our conversations, Thomas displayed sound knowledge and expertise.
Insurance was our goal and achieving the maximum for our family’s wants and needs. Thomas delivered on all levels.
Couldn't be happier with our new relationship with a solid professional!
Recommended
Luc L.
10/30/14
Insurance Needs
Thomas came referred to us by close friends. Upon meeting him for the first time we knew he was an honest person, someone we could trust. His helpful advice provided us with the confidence required to make an educated decision on our insurance needs. We will be highly recommending him to friends and family!
Recommended
Erin W.
10/1/14
Highly recommended when it comes to the ins and outs of insurance
Thomas has been a trusted source for both my insurance and personal financial portfolio for the past several years. He is always open to scrutiny with my questions about how everything works and is very patient when I ask them all again a few months later! I feel confident that I am receiving sound advice and not being pushed into something for the "sake of the sale". I have always found Thomas to be respectful of my time, my situation, and goals.
Recommended
Kenny W.
9/23/14
A pleasant and profitable relationship.
I don't like dealing with sales-people in general but all of my previous encounters left me confused and frustrated, until I met Thomas I realized during our initial meeting that this gentleman was different in both his approach and knowledge of products that would benefit me. How refreshing to work with someone so enthusiastic, honest and professional. His genuine concern and advice has been invaluable. I began doing something I very seldom do, recommending Thomas to my friends and customers without hesitation. In my opinion, Thomas is an excellent financial advisor and I feel a trustworthy friend. Kenny
Recommended
Maggie A.
9/23/14
Thomas Thorne - Insurance products
Thomas is well informed, enthusiastic and very well versed in the need for insurance products that will best serve your needs. He is knowledgeable of small business owners needs for Critical Illness, Disability and Business Overhead Insurance is excellent... never a hard sell with Thomas. Most of all he has you best interest at heart and in mind! Trust worthy and I refer him to clients with confidence.. Maggie Ashton, Ashton Tax Ottawa, ON www.ashtontax.ca
Recommended
Murray G.
9/22/14
Know what you need so you can buy with confidence, Thomas helps you achieve this!
Thomas Thorne is a professional at what he does and he should be consulted before you buy any insurance products. If you wait until you need you can't get it. We all hate paying for insurance and never cashing in on it but if you consult with Thomas he will ensure you get the proper coverage and have it in place because the moment you wished you had insurance to cover something is too late to try and get it. Don't get insurance you don't need but be sure to get what you do need.
Thomas helps you understand the insurance business so you can buy with confidence and get the proper coverage. This process enables you to be an educated consumer which is very beneficial. He is an expert in his field and I trust him when I send referrals his way, knowing he will lookout for their best interest! Call Thomas so you can have the proper coverage and know that you do.
Recommended
Jean-Guy D.
9/22/14
If you need assistance
I have known Thomas for a number of years. He had picked up my contract after an employee of IA had left. It was a nice change! His wide knowledge of investment programs and strategies as well as a strong desire to help assured me of a sustained growth of my investment. Thank you Tom.
Recommended
Shawna C.
9/18/14
Amazing service, patience and commitment!
Thomas and I met within the first few years of moving to Ottawa (06-07ish). At the point when we met I was unable to get the disability insurance I was seeking for myself. As an RMT I was looking to cover all my bases for the future but I hit a few snags with some of the paperwork/health questions. Thomas kept in touch with me for years after we first met checking in to see if "now" was a better time to start looking into trying to reapply for insurance. Never pushy about it, just checking in to see how life was going. We sat down a few times discussing all my options and how I'd like to go about covering my bases. In mid 2012 we sat down and got some serious paperwork rolling to get me the insurance I knew I'd need for the future. I'm happy to say that with his great commitment to finding me the right insurance I've now had my disability insurance policy in place for over a year and both my husband and I have been over the moon with his service. We are currently expecting our first son, and have already contacted Thomas about how to go about starting to look into life insurance. I would recommend Thomas 10 times over (and have). His commitment to finding the right insurance for what I was looking was amazing and had I not met him I'm sure I'd still be floundering around blindly looking for someone to guide me in the right insurance direction. Thank you again Thomas for all your hard work!
Recommended
Stephanie R.
9/15/14
Honest, Always Pleasant, Great to work with!
Thomas Thorne is a very knowledgeable and straight-forward about what insurance you need. Like a true sculpture he whittles away what you don't need and leaves you with the best possible solution for keeping your family and investments safe and secure. He is dependable and goes out of his way to make the process of finding the best insurance for you as smooth as it can be. Thank you, Thomas!
Recommended
Charlene and Hendel J.
9/12/14
Honesty and integrity are the hallmarks of your service! Thank you Thomas!
Thomas, you have consistently exceeded our expectations and you a trusted advisor. I would strongly recommend your services to anyone. Your advice over the years has been sound, measured and consistent with our financial planning goals. In addition, you have provided us with consistent support and wide range of counsel related to our daughter's education financial investment which has been very helpful. Many Thanks!
Recommended
Eric C.
9/10/14
Thomas is excellent
Thomas goes above and beyond his regular duties. Whether to keep me abreast of what's happening in the investment world, or to bounce various ideas off, he's always prompt to answer. I would recommend Thomas to anyone looking for investment advice.
Recommended
Chris and Crystal D.
9/10/14
Very professional and trustworthy
We have been dealing with Thomas for over the past 4 years and have found his professionalism very refreshing and exciting, he goes above and beyond the call of duty, has a wealth of knowledge and have highly recommended Thomas to numerous friends, family and colleagues and none have been disappointed
Recommended
Margarethe v.
9/8/14
Very Helpful
Thomas has assisted me for over 5 years both for my investments and insurance purposes. He has always been available to meet and discuss options on my very hectic schedule. I appreciate his patience in explaining everything to me in great detail and have never felt rushed into any decision making thus creating the portfolio I desire. I would highly recommend him as he is very trust worthy and efficient.
Recommended
Nick P.
9/8/14
"If you wait till' you need it, you can't get it"
These words speak for themselves. As a young business owner, with a new family, Thomas opened my eyes to the importance of having insurance not only for myself but for my loved ones. These words said so simply tell you everything that you need to know when it comes to life, critical illness or disability insurance. My experience with Thomas ‘services was fantastic. He was always punctual and accommodating to my busy schedule to provide me with the services that I needed. Thomas is very informative and knowledgeable in his field. This is obvious to me when all the information is relayed to me in conversation as opposed to previous insurance agents that basically read the information out of a brochure. This shows that Thomas is not only educated in his field but cares about his clients individual needs as well. Moving forward I like that I can call Thomas personally with any questions or concerns that I may have regarding my policy. Without hesitation I would certainly refer Thomas Thorne to all friends and family with insurance needs.
Recommended
Kara F.
9/6/14
Thomas is great!
Thomas has been a life saver! My husband and I have a better understanding of how investments and life insurance work. He is very good at simplifying things and making sure you understand completely before agreeing to anything. I have recommended Thomas to friends and family, and will continue to do so!
Recommended
Bernadette Q.
9/5/14
Our original financial advisor quit the business and left us in the care of a pragmatic, distant, and incomprehensible consultant. It was not a good match. Thomas was recommended to us and provided accessible, clearly understood guidance for our best investment options. He does not sugar coat information nor does he inflate expectations. I appreciate the honesty. Our insurance needs are not the main issue since we are in an older demographic, this is something Thomas understands perfectly well and concentrates his efforts on retirement planning, but does monitor that we are not over insured. I'm very comfortable with the advice he gives, and that he's gracious when I decline to accept his suggestions, If you want to discuss your options and learn what is available and how best to proceed, you'll need a consultant like Thomas.
Recommended
David C.
9/5/14
Very professional!
I first met Mr. Thorne about 7 years ago when I left my employer to start my own company. I needed some life insurance for my children in case something bad happens... Mr. Thorne was able to meet with me promptly at a location close to where I was working. Right at the beginning, the atmosphere was relax and respectful. I never felt once that I was push toward a certain product or anything like that. He had answers for all my questions and spent all the time I needed to properly understand the details about the right type of insurance for me. Since then, he contacted me about once a year to suggest changes in my investments or to remind me it was time for new insurance options (because my kids were getting older). Overall, a very pleasant man that takes time to explain all the details without giving me any pressure. Two thumbs up!!!
Recommended
Denis S.
9/5/14
Thomas is there for his clients!
Thomas is the type of person who takes the time to listen to his clients and structures his service to their needs. He' the first person I recommend to friends and family. Keep up the good work Thomas!
Recommended
Arthur M.
9/4/14
Honest, friendly and helpful
He is straight forward with his financial advice and recommendations. Takes the time to explain everything in detail and is very helpful regarding questions and concerns. I have never had any issues contacting him and is always on time for meetings. I very much appreciate the services and expertise that Thomas Thorne has provided me with. AvzM
Recommended
Shane W.
9/3/14
Professional & Courteous always
Have known Tom for over seven years, and in that time he has proved to be very helpful with all our insurance needs. Tom has made many suggestions to suit our needs, and always follows up to see everything is running smoothly. I would definitely recommend Tom to any small business.
Recommended
Ben H.
8/25/14
Solid business partner
Tom has been an incredible asset to me in my financial planning strategies. Like most of us, I am not always on the cutting edge of the "ins and outs" of the financial services industry and therefore I need someone to not advise or sell me, but partner on the long road to obtaining goals. Tom has proven to be up for the task and has been delivering for years.
Recommended
Ami and Sean H.
8/21/14
Enthusiastic, knowledgeable and thorough!
From our first meeting with Thomas eight years ago, as new parents and new homeowners, we were thrilled to have found someone so genuinely caring in his approach to answering all our questions and diligently seeking out the best insurance options for our family and lifestyle. Thomas brought the complexity of insurance knowledge to a valuable level of understanding. We consider Thomas a friend. We can't imagine dealing with anyone else in these important decisions. We would recommend Thomas to anyone
Recommended
Stephanie and Brian Y.
8/15/14
Excellent Advisor
We have been dealing with Thomas for almost 2 years, we enjoy every meeting that we have had with him. He is very knowledgeable and listens to our needs. Thomas will make sure that what he offers is what is best for our family. He also is very dependable as he will follow up with us. He is an excellent advisor.
Recommended
Dana C.
8/14/14
Couldn't be happier!
I have to admit something!! I didn't have a clue about all this financial stuff. Thomas took the time to go through everything to help me understand. If I didn't get it, we went through it again. He is great and I appreciate the effort he puts in for me. Thanks Thomas.
Recommended
Diana M.
8/12/14
Very professional and down to earth
My fiancée and I met with Thomas over a year ago and our experience with him has been nothing but great. He really listens to our needs, thinks of what is best for our situation and is not pushy at all.
Recommended
Allen C.
8/12/14
A MOST WONDERFUL, PROFESSIONAL AND HIGHLY RECOMMEND SERVICE
The service we received from Thomas was, quite simply put, second-to-none! He is a great listener and consummate professional, ensuring that he understood all our needs and wishes, then set out on the painstaking task of finding the best insurance for my wife and I. Thomas' obvious knowledge and expertise in the insurance industry rendered our journey a very pleasant one, and he always was able to meet us during odd hours. Our experience with Thomas has brought us much knowledge and understanding of insurance, thanks to his easy way of explaining things, despite a complex situation. We were privileged to have worked with Thomas, and we will continue depending upon his knowledge and experience for many years to come. Thank you Thomas, and congratulations once again on your 8-year milestone in the industry!
Recommended
Barry N.
8/8/14
Truly great service
From our first meeting over coffee, I sensed that Thomas is someone who listens and takes his customers' requirements seriously. When we met, my account had some challenges. He quickly sorted that out and has, ever since, made things work. He's realistic and knowledgeable and I've always found his advice useful. Thomas has regularly followed up on my account. He tracks not only the performance of my funds but as conditions change both in financial terms and my life's events, he's made recommendations that have proven very helpful. I trust his judgement and value his approach to full-service. And I enjoy our discussions -- not something I can say about other fund managers I've dealt with in the past. I can heartedly recommend Thomas' service.
Recommended
Jana V.
8/7/14
Excellent financial advice!
I have been working with Thomas for the last several years and have always been pleased with his professionalism, knowledge and personalized attention. I know that my investments are being attended to, and that my financial goals are being realized.
Recommended
Steph T.
8/5/14
Wonderful advisor
Thomas will advise you well for all of your insurance needs. He will give you good options and pay attention to your specific situation. Highly recommended!
Recommended
Darlene M.
8/5/14
Friendly service provider
Thomas took the time to understand the insurance products that I already had, didn't criticize those options but readily identified the gap and offered me an affordable option to fill that gap. His products are competitive to other agents and he adds value by finding the best product for your identified need. Great service and friendly service is a guarantee!
Recommended
Vicky S.
8/5/14
Reliability, Knowledge and Integrity
The first thing I said to Thomas when he became my financial advisor was that I wanted him to contact me at least four times a year to keep me abreast of my portfolio with a quick email/phone call and he's never missed one call. My previous financial advisor had kept in touch for the first two years and then seemed to disappear. It is very important for me to have one person dedicated to my portfolio and not have to call a bank where their staff are frequently transferred. Thomas is always available, courteous and professional. He is very knowledgeable and it shows in the result achieved by my accounts!! I have recommended Thomas to my friends and family.
Recommended
Josh T.
8/5/14
Trustworthy guidance
Thomas has been with us through good times and bad, and has consistently provided us with excellent advice and service. He's the sort of person every insurance company should aspire to have as a representative: personable, knowledgeable, honest, and discreet.
Recommended
Dave J.
8/5/14
Thomas works hard to continually maintain trust; and is a pro-active, knowledgeable advisor whom I highly recommend
I have worked with Thomas for many years. After a string of disappointing advisors, I was fortunate Thomas came my way. He worked hard to understand what as important to me, and how he could best help. He is exceptionally knowledgeable, and I can rely on his advice. Thomas is very pro-active in providing guidance and ideas. I hate using the banks, and have had poor experience with others where they just avoid making work for themselves and just address you when you decide you should reach out to check up on things, request changes, etc. Thomas understands what fits into my portfolio, goals, risk profile, etc. and will actually come to me periodically with suggestions. There are times where I do not take his advice, and he doesn't take it personally. I truly feel that we work as a team, and anyone that is working towards my successful financial future is someone I want to keep around for a long time!
Recommended
Jen D.
8/5/14
Patient and thorough
I have been a client of Tom's for close to 8 years, and I intend to remain so for many more. I appreciate his sound advice. He has never pressured us into anything that does not fit our budget and has often gone over and above to provide excellent financial guidance. Thanks, Tom, for many years of fantastic service.