Thomas Financial
Highly Engaged Employees
Highly Engaged EmployeesInsurance · Florida, United States · 11-50 Employees
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Overview
Headquarters
5550 W Executive Dr Ste 500, Tampa, Flor...Phone Number
(813) 273-9416Website
www.thomasfinancial.comRevenue
$5.6 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
2
2
2
About Thomas Financial
Thomas Financial specializes in providing imaginative and appropriate financial solutions for high net worth individuals and growth companies. Their services include life insurance, wealth management, corporate retirement planning, employee benefits, and risk management. The company is dedicated to delivering high-quality products with legendary service to safeguard, grow, and preserve assets. As a member of M Financial Group, they are part of a network focused on serving affluent clients and corporate markets.Explore more
Thomas Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.2M
11-50
Private
<$5M
2009
MD
Michael DostalPrincipal Securities Registered Representative and Financial Advisor
Company Profile Activity
Activity Insights
Thomas Financial is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Thomas Financial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Thomas Financial.
Thomas Financial financials insights
Gather financial insights about Thomas Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$242K
Thomas Financial Tech Stack
A closer look at the technologies used by Thomas Financial
Most Recent Scoops
Promotion
Executive Move
Leslie Darrigo has been promoted from Director, Underwriting to the role of Chief Operating Officer.
Funding
Thomas Financial has received an SBA PPP loan in the amount of $242,222 from The Bank of Tampa resulting in the retention of 16 jobs.
Promotion
Executive Move
Promotion
Executive Move
Thomas Financial News & Media
Thomas Financial Names Leslie Darrigo as a Firm Principal
Life insurance and estate planning expert recognized of 37 years of service excellence (PRWeb July 29, 2021) Read the full story at https://www.prweb.com/releases/thomas_financial_names_leslie_darrigo_as_a_firm_principal/prweb18093324.htmSecond Generation Transitions into Leadership at Thomas Financial
Legacy Tampa financial services firm will be led by Lauren Thomas Compton (PRWeb February 02, 2021) Read the full story at https://www.prweb.com/releases/second_generation_transitions_into_leadership_at_thomas_financial/prweb17701300.htmThomas Financial Strengthens Leadership Team and Names Lauren Thomas...
Lauren Thomas Compton is named President of Thomas Financial. Wealth Division President Craig Faassen appointed a Principal of the firm. Director of Operations Leslie Darrigo is promoted to Chief... (PRWeb June 26, 2020) Read the full story at https://www.prweb.com/releases/thomas_financial_strengthens_leadership_team_and_names_lauren_thomas_compton_as_president/prweb17216631.htm
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Frequently Asked Questions Regarding Thomas Financial
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Thomas Financial specializes in providing imaginative and appropriate financial solutions for high net worth individuals and growth companies. Their services include life insurance, wealth management, corporate retirement planning, employee benefits, and risk management. The company is dedicated to delivering high-quality products with legendary se... Read More
