C. Thomas Thames CLIENT REVIEWS

C. Thomas Thames
tel: 916-779-4999
email: [email protected]

Business Offices:

Elk Grove, CA
Folsom, CA
Regus Office Locations throughout the state of CA

Appointments only.

California Insurance License:
0494276

Disclosures:
After 45 years as a Certified Financial Planner professionlal and over 40 years in the investment sales and advisory business Tom has retired from those businesses and is now specializing in guaranteed insurance products to create wealth and provide guaranteed income plans for his clients, and to provide financial security for their families. Tom may receive company paid commissions for the sale of insurance and annuity products. This is a normal conflict of interest that applies to all financial services professionals who earn commissions or fees, and it should be considered by anyone who is thinking about doing business with us or any other financial services professional.

To verify Tom's status with the CFP Board click HERE, and then scroll down to C. Thomas Thames. After 45 years as a practicing CFP Tom chose not to renew his certification in September 2024. You will see that he is listed as Not Certified and that there were never any CFP Board disciplinary actions against him. Tom also never had a customer complaint filed with FINRA (Financial Industry Regulatory Authority) or the SEC (Securities and Exchange Commission) during the 30 years he was in the investment sales and advisory business.

THAMES FINANCIAL & INSURANCE SERVICES
Retirement and Estate Preservation Services
C. Thomas Thames Folsom Office: 916-779-4999

C. Thomas Thames Client Reviews

THAMES FINANCIAL & INSURANCE SERVICES Retirement and Estate Preservation Services C. Thomas Thames Folsom Office: 916-779-4999

C. Thomas Thames Client Reviews

THAMES FINANCIAL & INSURANCE SERVICES
Retirement and Estate Preservation Services
C. Thomas Thames Folsom Office: 916-779-4999