Thomas Financial

Life Insurance | Employee Benefits | Wealth Management | Retirement Planning

General Information
Company Name
Thomas Financial
Founded Year
1975
Location (Offices)
Tampa, United States +2
Founders / Decision Makers
Number of Employees
24
Industries
Financial Services, Insurance, Wealth Management +2
Funding Stage
-
Social Media

Thomas Financial - Company Profile

Thomas Financial is a prominent financial service firm that has been in operation since 1975. As a member of M Financial Group, which comprises over 140 independent members, the company is dedicated to serving high net worth individuals and growth companies. Thomas Financial leverages its resources and knowledge to deliver unique advantages in the financial world, accompanied by personalized attention. Being part of M Financial Group provides the company with a dynamic business relationship that combines expertise, innovation, and service with products tailored to meet the needs of affluent and corporate markets. The member firms of M Financial Group are among the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining rooted in their communities. It's important to note that securities are offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. Additionally, Thomas Financial is independently owned and operated. While the company's slogan emphasizes its focus on life insurance, employee benefits, wealth management, and retirement planning, it is headquartered in the United States. Although the specific details of the last investment and its investors are not provided, the company's affiliation with M Financial Group and its extensive experience in the industry position it as a noteworthy player in the Financial Services, Insurance, Wealth Management, Life insurance, and Human Resources sectors.

Taxonomy: Life Insurance, Employee Benefits, Wealth Management, Retirement Planning, High Net Worth Individuals, M Financial Group, Securities, Broker Dealer, Financial Planning, Wealth Transfer, Executive Benefits, Disability Insurance, Long-term Care Insurance, M Holdings Securities

Funding Rounds & Investors of Thomas Financial (0)

View All

There is no investment information

Latest News of Thomas Financial

View All

No recent news or press coverage available for Thomas Financial.

Similar Companies to Thomas Financial

View All
RockBridge Group, LLC - Similar company to Thomas Financial
RockBridge Group, LLC Exceptional insurance solutions for the preservation and transfer of generational wealth.
Financial Designs Ltd. - Similar company to Thomas Financial
Financial Designs Ltd. Traditional values, modern solutions
GDK & Company - Similar company to Thomas Financial
GDK & Company Because life has value
The R.O.W. Group - Similar company to Thomas Financial
The R.O.W. Group R.esonsibility O.f W.ealth
Rose Street Advisors - Similar company to Thomas Financial
Rose Street Advisors Your Guide from Hire to Retire...