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How does the advisor help clients – Key Takeaways:
At THOME FINANCIAL, our goal is to provide our clients with expert financial advice and guidance to help them reach their financial goals. We offer a wide range of services to cater to the individual needs of our clients, and our team of experienced financial advisors are here to assist in every step of the way.
Facts and Insights
THOME FINANCIAL has been in the business for over 15 years, with a team of over 50 experienced financial advisors. We have helped countless clients navigate their financial journey and have a proven track record of success. Our advisors are well-versed in the ever-changing financial landscape and stay up-to-date with the latest market trends and regulations to provide the best possible service to our clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 15 years |
Financial Services Offered
THOME FINANCIAL provides a wide range of financial services to cater to the diverse needs of our clients. Our services include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
Client Types
We serve a diverse range of clients, including individuals, families, and businesses. We understand that each client’s financial goals and needs are unique, and we tailor our services accordingly to best serve them.
Fees & Compensation
At THOME FINANCIAL, we believe in transparency when it comes to fees and compensation. We offer fee-based services, where the fees are based on the client’s assets under management. This ensures that our interests are aligned with our clients’ and that we are continuously working towards their financial success.
Background
THOME FINANCIAL was founded by John Thome, a seasoned financial advisor with over 20 years of experience in the industry. Under his guidance, the company has grown to become one of the most reputable financial firms in the country. Our team of advisors comes from diverse backgrounds and brings a wealth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know
As a reputable financial firm, we adhere to all the regulations and disclosures required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Our clients can trust that we are fully compliant and have their best interests in mind at all times.