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Thomas Financial logo — Life Insurance | Employee Benefits | Wealth Management | Ret...

Thomas Financial

Life Insurance | Employee Benefits | Wealth Management | Retirement Planning

Founded 1975 United States Tampa, United States 24 employees Financial Services, Insurance +3

General Information

Company Name Thomas Financial
Founded Year 1975
Location United States Tampa, United States
Employees 24
Industries Financial Services, Insurance, Wealth Management +2
Social

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About Thomas Financial

Thomas Financial is a prominent financial service firm that has been in operation since 1975. As a member of M Financial Group, which comprises over 140 independent members, the company is dedicated to serving high net worth individuals and growth companies. Thomas Financial leverages its resources and knowledge to deliver unique advantages in the financial world, accompanied by personalized attention. Being part of M Financial Group provides the company with a dynamic business relationship that combines expertise, innovation, and service with products tailored to meet the needs of affluent and corporate markets. The member firms of M Financial Group are among the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining rooted in their communities. It's important to note that securities are offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. Additionally, Thomas Financial is independently owned and operated. While the company's slogan emphasizes its focus on life insurance, employee benefits, wealth management, and retirement planning, it is headquartered in the United States. Although the specific details of the last investment and its investors are not provided, the company's affiliation with M Financial Group and its extensive experience in the industry position it as a noteworthy player in the Financial Services, Insurance, Wealth Management, Life insurance, and Human Resources sectors.

Taxonomy: Life Insurance, Employee Benefits, Wealth Management, Retirement Planning, High Net Worth Individuals, M Financial Group, Securities, Broker Dealer, Financial Planning, Wealth Transfer, Executive Benefits, Disability Insurance, Long-term Care Insurance, M Holdings Securities

No funding data available for Thomas Financial yet.

Thomas Financial Alternatives & Competitors

Thomas Financial vs
Mack Financial Group
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Thomas Financial vs
Westchester Benefit Group, Inc.
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Thomas Financial vs
GDK & Company
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FAQ About Thomas Financial

Life Insurance | Employee Benefits | Wealth Management | Retirement Planning
Thomas Financial was founded in 1975.
Thomas Financial is headquartered in Tampa, United States.
Thomas Financial operates in Financial Services, Insurance, Wealth Management, Life insurance and Human Resources. Its work centres on Life Insurance, Employee Benefits, Wealth Management and Retirement Planning.
Thomas Financial has approximately 24 employees.
Top alternatives and competitors to Thomas Financial include Mack Financial Group, Westchester Benefit Group, Inc., GDK & Company, AXIUS Financial, Tenzing Insurance Strategies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Thomas Financial and Mack Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Thomas Financial, https://bouncewatch.com/company/thomas-financial, updated 14 March 2025. When citing, please name BounceWatch and link this page.

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