Senior Financial Resources

Natalie Hall _{on Google}

Jun 13th, 2020

I've been with Tom and his staff for more than 20 years now. I am a widow with a very small 401K, but Tom and his staff treat me as if I had millions. They've always looked out for what is best for me and in the 20 years I've been with them, I've never lost money. There've been lean years where I didn't make much, but I've never lost anything. Tom always takes the time to explain things to me in a way I can understand. Would recommend Senior Financial Resources to anyone and often do.

Rolanne Sinclair _{on Google}

May 19th, 2020

Hi Thom, this Rolanne,
I watched your presentation and it was wonderful.
The beginning was perfect.
Great tone and you hit every note about finance and even life in general.
We came to SENIOR FINANCIAL RESOURCES because we had heard so many good things about you.
Like alot of people, we were afraid to leave our Financial Company because we didn't want to hurt their feelings...NUTS....but they were not helping us.
Their idea of help was, " Fine, then leave, go somewhere else."
The finance world is complicated enough and scary, we could not do this alone.
We went to one of your dinner presentations one evening which was very understandable and I had the chance to briefly talk to Leon about our fears and the Company we were at and my displeasure of them.
He looked at me and said,
"IT'S YOUR MONEY."
Occums Razor...the simplest answer is most times the right answer.
Thom, you are a wonderful Investment Advisor and ABSOLUTELY a understandable educator of finance.
You have quelled our fears and made our lives better.
We feel 100% safe and that our future is in the right hands, we feel safe.
Not just for ourselves but for Alex's family too.
Your are trustworthy Thom, a great speaker and more so a good man.
Most sincerely,
Rolanne

Steve Pearl _{on Google}

Oct 21st, 2018

Buyer beware. Promises high returns but doesn't deliver. Doesn't tell you that caps will keep decreasing throughout life of contract. Miscalculates actual returns to make them artificially inflated-- Includes income made from money that you have already removed and no longer part of the account balance. If you disagree he will "fire" you as a customer and leave you on your own.
Association and Business awards do not matter unless you treat your customers right. Many customers are likely unhappy but will not complain for fear of being "fired" and having to find a new agent. Or they do not realize that their reported return is incorrect and inflated.