Thomas Financial
Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to serving high net worth individuals and growth companies. Our resources and knowledge allow us to create advantages unique in the financial world, while providing personal attention. As a member firm of M Financial Group, Thomas Financial delivers a significant added value gained from a dynamic business relationship that unites expertise, innovation and service with products designed to help meet the needs of the affluent and corporate markets. Member Firms of M Financial Group represent some of the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining firmly rooted in their communities. When you enter into a relationship with Thomas Financial, you benefit from an advisor who is focused on you while drawing upon the resources of a national network. Securities Offered through M Holdings Securities, Inc, a Registered Broker Dealer, Member FINRA/SIPC. Thomas Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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Verified contacts
25
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
0
tools in use
Monthly traffic
124
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- AC
Andy Cremer
Director of Case Design · General Business & Management
EmailPhone - DD
Darielle Drummond
Director of Client Services · Customer/Client Service
EmailPhone - RT
Ronald Thomas
Portfolio Manager · Finance & Accounting
EmailPhone - DB
David Bolduc
Benefits Advisor · Finance & Accounting
EmailPhone - KL
Kory Lenz
Financial Advisor, Cfp · Finance & Accounting
EmailPhone - LT
Lori Taylor
Executive Assistant · General Business & Management
EmailPhone - JG
Js Gagnon
President, Employee Benefits · General Business & Management
EmailPhone - KM
Kyle Medley
President - Corporate Retirement Plans · Other
EmailPhone - LD
Leslie Darrigo
Principal and Chief Operating Officer · General Business & Management
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Thomas Financial
19 distinct titles indexed · top 10 shown.
- 3executive assistant
- 2benefits advisor
- 2president, wealth management division
- 1business development representative
- 1chief executive officer
- 1client service advocate
- 1commissions specialist & accounting assistant
- 1directeur
- 1director of case design
- 1director of client services
- +9more titles
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