About Thayer Financial
Reviews for Thayer Financial
Write a reviewHours
Monday: ClosedTuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Thayer Financial, an independent Registered Investment Adviser located in Hickory, NC, offers personalized and unbiased financial advice tailored to clients' specific needs and goals. Their fee-only structure ensures there are no conflicts of interest from commissions or sales incentives. Following a fiduciary standard, Thayer Financial is legally committed to prioritizing the clients' financial well-being above all else. Clients appreciate the thorough financial planning support provided by Thayer Financial. Their process includes multiple meetings to understand clients’ financial goals and needs, which is highly valued. The team responds well to clients' questions and works closely with them, offering a personal touch and interactive financial tools that create an informed, hands-on experience. Deaton and his team, including Kelly and Allison, are known for their professionalism and the personal attention they give to clients' financial futures. Many clients mention how comfortable and supported they feel working with the team. Overall, clients are very pleased with their choice to work with Thayer Financial and often recommend their services to others seeking a financial planner.
Thayer has been instrumental in helping me navigate my financial goals. Their advice is always clear, insightful, and tailored to my specific needs. I feel much more confident about my financial future thanks to their expertise. Highly recommend!
I first met Deaton when I attended a workshop that was offered at CVCC on retirement planning. I took advantage of the consultation that was offered and really liked the way that he and Kelly explained things in a way that was easy to understand. He has always answered my questions and helped me think through potential financial decisions. Communication is consistent and I appreciate the effort they have put in to getting to know me and my personal financial needs. I highly recommend Thayer Financial if you want to work with someone who is local and knowledgeable.
When we were looking for a financial advisor, our number one priority was to select a professional who would take the time to really get to know us and our family’s financial goals. From the first meeting with Deaton, Kelly, and Allison, we knew we had to look no further. During our time with Thayer Financial, we have developed a greater understanding of how our investments can work for us. We feel comfortable calling, texting or emailing Deaton, Kelly, or Allison regardless of the question. We feel supported and safe. Communication is excellent, and we have access to our online apps that ensure full transparency. We trust in Deaton Smith, and walking into Thayer...read full review