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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

  • William S

    Date: 08/23/2024

    We have been clients of Thrive Financial Services since 2020 and have been very satisfied with their guidance, particularly since my retirement in 2023 at age 64. With a focus on the distribution phase of life, their advice has been invaluable. As someone who is extremely risk-averse, I appreciate how Thrive has made me feel confident and secure in their ****************** main contact has been **** ******. We meet in person once or twice a year, and **** has always been exceptionally responsive to any questions, especially around my retirement time. Emails are answered almost immediately, and Zoom meetings are arranged promptly when needed. I highly recommend Thrive Financial Services to anyone in a similar situation.**** and ****** ***********

  • Rich & Melanie E

    Date: 08/23/2024

    Trustworthy, competent, and easy to understand their recommendations and subsequent actions.. Over 6 years or more we have moved our finances from ******** and Fidelity to Thrive and are quite satisfied. The Thrive team goes the extra step to help us understand future impact of those recommendations. ***** and ***** continue as hands on leaders while our newest personal advisor, ***** ***, handles our updates and questions with ease and accuracy. We are satisfied with our move to Thrive.

  • William B

    Date: 08/20/2024

    I am very pleased with Thrive Services. Until Thrive I took care of all my financial investments and although I did fairly well, working with Thrive took a lot of the pressure off of me. They also shoed me many options that I was not aware of and how to optimize my **** ***************, ******* and Other portfolio accounts. They are able to work between when is the best time to convert from *** to ****, including switching aa *** ******* to a *************** ******* which allows me to take my annuity distributions tax free. This coordinating with when to take Social Security, make other changeovers to optimize tax consequences year by year. As I have relocated to another state, I am able to communicate and meet with them via Zoom meetings.They are always responsive and helpful and ready to answer any of my/our questions.Our choice to work with Thrive was a great idea and one we do not regret.

  • Chuck K

    Date: 08/18/2024

    **** ****** and the Thrive Financial team are a great asset and have been great to work with. They have taken our retirement savings and created a plan for us (a real plan that we did not have) that will now take us through complete retirement. They listen to us, respond when we have questions and make us feel like a part of the team when it comes decisions. They are truly looking out for our family during a very important time of our lives.

  • Amy C

    Date: 08/17/2024

    We've been with Thrive since 2019 and are very happy with their services. The team is very professional and they spent a LOT of time with us asking questions and understanding what our needs were in retirement. They came up with a plan that we review yearly (or sooner, if needed). They show us where we stand with our finances at our yearly review by using complex spreadsheets that include all of our finances including 401k's, ******, investment income, annuities, and properties, among other things. We are very happy with our direct financial advisor, ******. He always gets back to us within 24 hours, but most times it's less than 1 hour. We've also met with ****, one of the managing partners multiple times - he is a genius with numbers and very down to earth. Rather than selling you things that make them money, they find ways to save you money. We rest easier knowing Thrive is advising us and are happy with the services they provide.

  • Clare S

    Date: 08/16/2024

    We've been with Thrive for approximately 7 years and have found them to be friendly, knowledgeable, and professional to do business with. They have given us a strategy that will last a lifetime and not only make us money, but save us money. We've been able to retire with a peace of mind. We highly recommend them. **************

  • Lisa B

    Date: 08/16/2024

    Thrive financial is a totally legitimate professional business.My financial advisor *********************** has been transparent and knowledgeable about my financial needs. He talks to you on level you can understand . Their business has webinars that you listen to and other tools you can use to help navigate your financial future. I have personally recommended Thrive Financial Services to many of my friends and work colleagues.

  • charles s

    Date: 08/16/2024

    I moved much of my money to Thrive and ********************* a few years ago. I like ****** ******* but Thrive has financial forecasting models that are much more comprehensive. They have a much better view of the future of taxes and how it affects my RMDs and *** transfers. They are able to look across my portfolio of assets, not just stocks. to *********** and other investments. I have also opted to follow counsel on some out of the box investments that have worked out well. I am happy that I have a fiduciary vs just a broker

  • Debra C

    Date: 08/14/2024

    Thrive Financial is a wonderful company who has met my financial needs fully. I completely recommend them. The office is clean, welcoming and everyone is so professional. My advisor ********************* is the best Ive ever had. Hes knowledgeable, confident, personable and answers all of my questions. I feel very secure having my financial portfolio in his hands.

  • Dean E

    Date: 08/14/2024

    Clear communication, transparency, and proactivity is what I get From Thrive Financial Services. They are always accessible and take time to answer all of my questions.

Thrive Financial Services LLC is BBB Accredited.

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