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Business Profile

Financial Services

Thrive Financial Services LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 27 Customer Reviews

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Review Details

  • Amy V

    Date: 03/11/2025

    Working with Goscia has been a very well informed agent. I feel confident that my best interests are being served.

  • Tom C

    Date: 02/06/2025

    My wife and I have been working with ****, ********* and the rest of the Thrive family for almost 4 years now. From our very first meeting, **** and I clicked. As a very detailed oriented person myself, **** **** as deep into the details as I wanted. Meanwhile, he communicated with my spouse at her level, ensuring we were all on the same page. While my wife and I felt we saved well for retirement and were on the right path, the Thrive team opened our eyes on additional tax optimization strategies including **** conversions and NUA. They even helped us navigate healthcare before ******** age. We meet on a regular basis with ********* and **** to review and update our plan, and they have quickly answered any questions between our meetings. With their help, we have been able to retire earlier than we expected, and now making the most of our Go-Go years. We would highly recommend Thrive.

  • Dwight S

    Date: 10/24/2024

    I have been with Thrive Financials now for approximately 2 years. **** ****** and his support team have been great in providing a Tax Plan and **** Conversion strategy to help me in retirement. We conduct quarterly reviews if needed, and in between they are very flexible and timely with email and text communication. They have been very attentive to my needs, and proactively provide investment recommendations and adjustments to my accounts as the market dictates. I really appreciate their approach and feel confident and comfortable with Thrive managing my money in retirement.

  • George B

    Date: 09/12/2024

    My wife and I could not be happier with Thrive Financial Services. They have been extremely helpful with us in planning our retirement. From the first time meeting ********************* year and now having met ****, Thrive Financial has made us very comfortable and now we can see retirement in the not so distant future.

  • Jeffrey H

    Date: 09/11/2024

    I originally listened to the Thrive Roadmap to Retirement weekly radio program in 2017 in order to educate myself as much as possible as retirement was approaching. I realized from listening that retirement planning involved many facets that I was not aware of for the best outcome. I then decided to meet with Thrive Financial Services at their ***************, ** office for a complementary consultation. This was the beginning of developing my pre-retirement plan. Over the years this has included taking multiple steps such as investing, tax planning, RMDs, **** conversions, roll over of my employer 401K into an ***, consolidating former accounts, etc. We often meet in person several times during the year depending on what subjects need to be addressed. In addition to emails and phone conversations. What differentiates Thrive from others is that they cover all topics related to retirement planning and are not just focused on investment strategies. I have been working with **** ******, *** and ***** ******, Relationship Advisor, both of whom have been very receptive of my concerns and focus on educating, which is an important component in planning. I retired in June 2024 at 68 and continue to meet with Thrive to best meet my needs.

  • Felice S

    Date: 09/03/2024

    I have been using Thrive Financial Services for over 5 years and are completed satisfied with their services. My trusted financial advisor, ****** *****, is extremely knowledgeable, trustworthy and professional. My accounts are constantly reviewed which maximizes the most of my investments. If I need to reach my advisor, he is extremely accessible. I'm so confident in Thrive Financial Services that I've recommended family and friends who now use their services.

  • Don B

    Date: 08/28/2024

    Thrive is an easy firm to do business with, we've been with them 4 years. The conversation always revolves around OUR goals, maximizing gain and security vs. risk tolerance. They are truly ADVISORS, blending deep experience & broad expertise with our *************************** We've never experienced that level of connection with prior brokers. **** and his team answer your questions directly, and some of our scenarios can be quite complex. Their models encompass a wide range of risk-tolerance, and we decide how to select a mix of investments. We never feel "pushed" into anything. This is a highly professional organization.

  • Dennis S

    Date: 08/26/2024

    Thrive Financial Services have been my trusted advisor for many years. They meet with me periodically to review my portfolio and theyre always available by phone. If youre looking for a firm you can trust with your investments and help you plan for the future, you cant go wrong with Thrive!

  • donna t

    Date: 08/26/2024

    I am very pleased with Thrive Financial Services and my advisor **** ******. Before working with Thrive Financial Services, I my investments were doing ok but with Thrive they are thriving. When changing over to Thrive **** ****** contacted my old advisor and had all my investment transfer over. I didn't have to do any of the work. He is very knowledgeable about where I could benefit the most to get the maximum from them. He is always accommodating with the place to meet which is close to my house when setting up yearly meetings to go over my investment. I would high ******* recommend Thrive and **** ******

  • Susan E

    Date: 08/23/2024

    I highly recommend **** ****** and his team from Thrive Financial. I was a novice at retirement planning and had put it off until my late 50s. **** explains his approach in a step by step manner, discussing all the pros and cons of each investment so that it is easily understood. He has created safe places for my savings and has optimized the growth of my portfolio. Thrive Financial and **** ****** are highly recommended!

Thrive Financial Services LLC is BBB Accredited.

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