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Request Appointment with Linden Thomas & Company

We Believe Great Results Are No Accident!

Our team of analysts is interested in identifying how to get the most from your portfolio.

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Do you currently have a financial advisor?*

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Which of these is most important for your financial advisor to have?*

Tax expertise

Investment management expertise

Transparent Fee Structure

Estate planning expertise

Tailored portfolios and direct ownership

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516 N Tryon Street
Charlotte, NC 28202