• Welcome to Valerie E. Thomas & Associates, LLC, an independent retirement, investment and estate planning firm with a highly personal and comprehensive approach to helping clients preserve and growth wealth.  Our unique method of managing assets and taking care of clients is based on carefully researched strategies, continual market evaluation, and unparalleled expertise.  Valerie E. Thomas & Associates, LLC thoroughly understands the needs and challenges of individuals and families and diligently manages assets to seek to secure our clients’ financial futures.

    Should you have any questions or would like more information on our firm or would like to book a complimentary consultation to review your individual situation, please feel free to contact us. We look forward to hearing from you.