Thomas Financial

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5550 W Executive Dr Ste 500
Tampa, FL 33609
+1 (813) 273-9416
http://www.thomasfinancial.com

Thomas Financial, located in Tampa, FL, offers a comprehensive range of financial services, including life insurance, asset management, corporate retirement planning, employee benefits, and risk management. The firm is independently owned and operates as part of the M Financial Group, delivering tailored financial solutions to clients at various life stages through an experienced team of professionals.

Among the team is Kory Lenz, a Certified Financial Planner who emphasizes holistic financial planning by utilizing sophisticated software and an in-depth discovery process to understand clients' goals. With a strong educational background and relevant certifications, he provides personalized investment and insurance recommendations, ensuring clients can monitor their progress and make necessary adjustments over time.

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