About Thorson Financial Estate Management, Inc.
Thorson Financial Estate Management, Inc. is a highly regarded financial advisory firm known for its personalized and holistic approach to financial planning. With nearly two decades of experience, the team, including notable advisors Tom and Jacob, prioritizes accessibility and clear communication, ensuring clients understand their financial options. Many clients commend the firm's dedication to helping them transition from saving to spending, particularly in preparing for a fulfilling retirement that aligns with their values and lifestyle goals. Reviews highlight the exceptional support offered, with quick responses to urgent inquiries, showcasing a commitment to client care. Long-term clients appreciate the honest and practical advice provided, particularly in crucial decisions like Social Security planning. Overall, Thorson Financial is seen as a trusted partner for anyone looking to secure their financial future with confidence.
Tom and Jacob are two of the best financial advisors I have ever worked with!! They are both down to earth...great gentlemen and explain everything in an understandable way! To top it off.......they are always accessible!
I called Tom on a Friday night while I was in a parking lot at 4:30 PM with my senior mom who wanted answers to a financial question right that minute. Tom answered immediately and helped me put my mom at ease.
Using Thorson Financial was one of the best decisions my whole family has ever made. Don't hesitate to reach out to this company!!
Diana Reyes
Working with Jacob at Thorson Financial Management has been the best experience. I relocated from out of state two years ago, and he has guided me with excellent advice related to investment, and all my financial decisions.
I have used Thorson Financial for over 10 years. They helped us setup our trust and always provided honest and useful advice. Tom helped me make a life changing decision to wait and take my Social Security at 70. Other advisors I have used commented on how super knowledgeable Tom is. Start here for honest advice.