Thom & Associates Financial Planners Inc.
5/5
★
based on 8 reviews
Contact Thom & Associates Financial Planners Inc.
| Address : | 1890 Cooper Rd #312, Kelowna, BC V1Y 8B7, Canada |
| Phone : | 📞 +87777 |
| Website : | http://www.thomandassociates.com/ |
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| City : | Y |
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Tim Paquette on Google
★ ★ ★ ★ ★ We have never had the privelege of doing business with Thom & Associates; howevery, they kindly, volentarily, and generously helped the agency I work for host a special Christmas dinner to honor hundreds of seniors. To my knowlege they have never been here, nobody asked them of a gift, they simply heard about what we were doing and wanted to help. Thanks so much! Feeling blessed.
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Jean Adams on Google
★ ★ ★ ★ ★ Thanks to their future thinking on our behalf we were financially set for retirement. We had not considered our retirement, and so thankful that they did. They are always there to help with any decisions we need to make. Thank you
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Rose Mykes on Google
★ ★ ★ ★ ★ Most happy with this company. Ken and Pauline have been so helpful in guiding me through the maze of financial planning. Would recommend them to anyone who needs the help.
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Maureen Mieras on Google
★ ★ ★ ★ ★ Ken was my mother's financial planner and I was so impressed at how well he handled her financial affairs, I had him take over my investments as well. I have suggested to others that they use Ken for their investments and they are thrilled with the positive changes in their portfolio. Ken and Pauline have always been available to answer and questions.
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Larry Crabb on Google
★ ★ ★ ★ ★ Several years ago, we were having troubles with some insurance companies. Ken Thom's extensive knowledge of the industry, the various companies, and the individual representatives involved, enabled him to resolve numerous issues and gain a favorable financial resolution in our behalf.
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Blair Murray on Google
★ ★ ★ ★ ★ Thom & Associates has been my financial planner for over 20 years. They are extremely knowledgable, friendly and have provided excellent service. My portfolio has shown consistent growth over the years and I am confident heading into my retirement years.
Thank you Ken & Pauline.
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Fred Reinholt on Google
★ ★ ★ ★ ★ Ken and Pauline have looked after our investments in a professional manner for more than a dozen years. We have a conference once a year and occasionally contact each other at in between times.
We believe Thom and Associates treat all their customers with respect.
and try to meet their needs as best they can.
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John Braun on Google
★ ★ ★ ★ ★ My wife and I have been with Ken and Pauline for many years now. We just had our annual meeting and as usual were kept well informed as to our investments. We always enjoy our meetings and know we can trust them to keep our best interests in mind as we transition into retirement. I would recommend Thom and Associates to anyone.
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