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We have been a market leader in D&O liability insurance for American businesses and other institutions since 1983. We specialize in D&O liability coverage for America’s leading companies. Our team averages more than 20 years of experience underwriting complex exposures, such as initial public offerings, bankruptcies, and corporate "turnarounds". While we serve many industry sectors, we are a leader in technology, biotechnology, and life sciences firms, currently insuring 50% of the NASDAQ 100 Index and 60% of the NASDAQ Biotechnology Index. By underwriting each client on its individual merits, we can provide innovative and flexible insurance solutions. Our customer retention rate exceeds 90%, because we understand our clients’ businesses and offer competitive solutions for primary, excess, or Side A coverage.
Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to serving high net worth individuals and growth companies. Our resources and knowledge allow us to create advantages unique in the financial world, while providing personal attention. As a member firm of M Financial Group, Thomas Financial delivers a significant added value gained from a dynamic business relationship that unites expertise, innovation and service with products designed to help meet the needs of the affluent and corporate markets. Member Firms of M Financial Group represent some of the best and most successful professionals in the industry, maintaining an entrepreneurial spirit while remaining firmly rooted in their communities. When you enter into a relationship with Thomas Financial, you benefit from an advisor who is focused on you while drawing upon the resources of a national network. Securities Offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. Thomas Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Wisconsin Compensation Rating is a Waukesha, WI-based company in the Financial Services sector.
Combined Management Svcs Inc is a West Covina, CA-based company in the Financial Services sector.