Alan Ward

Review of Lyndon Thomas

Steve Thomas and Co has helped manage our personal...

Steve Thomas and Co has helped manage our personal finances for over 18 years and has skillfully guided us through 2 bear markets, helped us finance our kids' college education, and especially managed our fixed income portfolio extremely well. He has consistently performed beyond expectations. They have taken the time to accurately assess our risk aversiveness and structure our portfolio accordingly. He and his company have rightfully earned their multiple awards from Barron's.