15 reviews
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Reviews
, Highest rated
  • Shelley Dunlop
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    New investor, with limited knowledge in investing. Trying to work on budgeting and get myself back on track. Tony and his team have been very patient with me and extremely helpful and knowledgeable. I appreciate it very much.

  • Brad Jackson
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    De Thomas was recommended to me by my father. We signed on and have been with them forever. I was once convinced to switch advisers in a down year. Did I feel stupid. Went running back to De Thomas and have been here since.

  • Nicole Rollins
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    Thanks so much for all your support and guidance over the years. Highly recommend, extremely happy with the service and team at this firm.

  • Julia Morris
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    Jason makes talking about difficult subjects easy. His expertise is obvious!

  • Roy Hefford
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    As always, a good discussion with no bias toward one solution.

  • Aundrae Rollins
    ·

    Really happy with my experience at this firm. My wife and I have been clients for awhile now and our financial advisor has been so knowledgeable and helpful. Best decision we made transferring our investments here.

  • Paul Tenwesteneind
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    I felt very satisfied after my talk with Jason. He ticked all the boxes. Looking forward to a successful relationship.

  • Gail; Osso
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    Very professional. Answered all questions and made me feel relaxed and made sure I understood all aspects of my investments.

  • Cathy Chong
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    great speaking with Jason as always. Answered all my questions. Thanks for taking the call

  • GIOVANNA CONFALONIERI
    ·

    Excellent job as usual over the past many years. Very De Thomas Wealth Management never disappoints our expectations:
    -knowledgeable on different aspect of financial issues
    - accurate and clear in answering any questions
    - professional and considerate of the client's needs
    - kind and respectful
    It's great to work with De Thomas Wealth Management, a Company we keep on trusting.