About
We show people how to become their own Banker & reducing their taxes. To do this we go to extraordinary lengths to satisy & delight our clients by meeting & exceeding their expectations, while demonstrating the highest level of professionalism.
We research & intelligently develop the best risk management, estate & financial planning tools to mee individual goals & objectives.
Our business really is about people; their hopes, dreams & responsibilities; in short, their lives & those of the people they love & care for;
Our business is located in South Eastern Massachusetts. We have over 35 years of experience helping individuals, families & small business saftly increase their cash flow and grow their net worth grow exponentially.
Larry Thomas is a Registered Financial Consultant, a Certified Fund Specialist & a Registerd Financial Planner.
For more about us be sure to visit our website at LawrenceMThomas.Net
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Frequently asked questions
What is your typical process for working with a new customer?
First we have about a dozen open enderd questions a prospective client answers about themselves & their currnet financial situation & taxes. After answering these conversational questions we will learn if we like each other & I feel the perspective client can & will benefit from the many services we offer.