Client Testimonials

We have been working with Tom and Consolidated Planning since being introduced by a business partner back in 2010 and it has been one of the best introductions I have ever had!  We have learned so much from Tom regarding retirement, savings, future planning, consolidating and of course friendships.  He has guided my family in many ways that focus on taking care of them both now and looking into the future.  We have always felt that Tom is advising us like one of the family!  We, of course, enjoy working with everyone on his staff, they are so personable, and we enjoy seeing them when we meet as well.  I guess that one way you can tell how much we enjoy working with Tom is that we have talked about him with our children who now have turned to him for the same type of financial strength and guidance. 

One of the biggest things that this relationship has meant to me is that decisions are always made on what is in the best interest of me and my family, not profit.   We thank him for being so compassionate about the well-being of my family and we look forward to Tom’s continued guidance!

Thank You,

Ike T.

*No compensation was paid to this client for their testimonial.  Their experience may not represent the experience of others nor predict future results. 8508034.1

Patient, trustworthy, responsive, forward thinking, advocate, friend, professionally
persistent ...
These are just a few words/phrases that sum up my experience with Tom Dumas over the
many years I have been a client.
When my husband passed away a few years ago I had no financial concerns due to
vehicles he advised us to put into place, ie long term care and annuities. Most importantly
forming a Trust to make easier for my family at some point.
As a single woman, navigating my investments is much easier because I can count on Tom.

Gayla A.

*No compensation was paid to this client for their testimonial.
Their experience may not represent the experience of others nor predict future results. 8367791.1