Thom & Associates Financial Planners Inc.
21 Reviews
- Thursday10 am–3 pm
- FridayClosed
- SaturdayClosed
- SundayClosed
- Monday10 am–3 pm
- Tuesday10 am–3 pm
- Wednesday10 am–3 pm
About the Business
Thom & Associates Financial Planners in Kelowna | As Kelowna-based financial planners and certified executor advisors with nearly 30 years of experience, Thom & Associates is here to offer expert advice to executors, help you make smart investments, find the right insurance policy, and more. Make an appointment today!
Contacts
Call Us
+12508617777
1890 Cooper Rd #312, Kelowna, BC V1Y 8B7
Hours
- Thursday10 am–3 pm
- FridayClosed
- SaturdayClosed
- SundayClosed
- Monday10 am–3 pm
- Tuesday10 am–3 pm
- Wednesday10 am–3 pm
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
margaret hardy
18.10.2023
Thom & Associates Financial Planners Inc.
Great community spirit and generosity to support local events
John Braun
15.10.2023
Thom & Associates Financial Planners Inc.
My wife and I have been with Ken and Pauline for many years now. We just had our annual meeting and as usual were kept well informed as to our investments. We always enjoy our meetings and know we can trust them to keep our best interests in mind as we transition into retirement. I would recommend Thom and Associates to anyone.
Sarah Macpherson
07.10.2023
Thom & Associates Financial Planners Inc.
Extremely friendly atmosphere, with expert advice. Ken and pauline go above and beyond to help.
Maureen Mieras
23.09.2023
Thom & Associates Financial Planners Inc.
Ken was my mother's financial planner and I was so impressed at how well he handled her financial affairs, I had him take over my investments as well. I have suggested to others that they use Ken for their investments and they are thrilled with the positive changes in their portfolio. Ken and Pauline have always been available to answer and questions.
Larry Crabb
19.09.2023
Thom & Associates Financial Planners Inc.
Several years ago, we were having troubles with some insurance companies. Ken Thom's extensive knowledge of the industry, the various companies, and the individual representatives involved, enabled him to resolve numerous issues and gain a favorable financial resolution in our behalf.
Blair Murray
19.08.2023
Thom & Associates Financial Planners Inc.
Thom & Associates has been my financial planner for over 20 years. They are extremely knowledgable, friendly and have provided excellent service. My portfolio has shown consistent growth over the years and I am confident heading into my retirement years.Thank you Ken & Pauline.
Fred Reinholt
05.08.2023
Thom & Associates Financial Planners Inc.
Ken and Pauline have looked after our investments in a professional manner for more than a dozen years. We have a conference once a year and occasionally contact each other at in between times.We believe Thom and Associates treat all their customers with respect.and try to meet their needs as best they can.
Rose Mykes
24.07.2023
Thom & Associates Financial Planners Inc.
Most happy with this company. Ken and Pauline have been so helpful in guiding me through the maze of financial planning. Would recommend them to anyone who needs the help.
Jean Adams
23.07.2023
Thom & Associates Financial Planners Inc.
Thanks to their future thinking on our behalf we were financially set for retirement. We had not considered our retirement, and so thankful that they did. They are always there to help with any decisions we need to make. Thank you
Sunnybrae Bible Camp
22.07.2023
Thom & Associates Financial Planners Inc.
Thankful for the kindness and generosity expressed by Thomas and Associates in their donation towards the 55+ Christmas Banquet, hosted here at Sunnybrae Bible Camp today!
Add Review
Map
1890 Cooper Rd #312, Kelowna, BC V1Y 8B7
Thom & Associates Financial Planners Inc.