Contact Us
Contact a Financial Advisor in Winter Haven
The fastest way to reach us is by phone, where Allen or Marcie answers directly during business hours, no routing menu, no callback queue, and no obligation to schedule anything from the first call.
The Easiest Way to Reach Us
Allen or Marcie picks up the phone during business hours. If we miss your call, we return it the same business day.
For senior clients with an urgent financial or insurance question outside of business hours, the same number reaches Allen directly. We built the practice that way on purpose.
What Happens After You Reach Out
When you call or send a message, Allen reaches out personally within one business day, never an assistant, never a junior associate. The first conversation is free, lasts about 20 to 30 minutes, and is meant to do two things: understand your situation enough to know whether we can help, and give you enough of a feel for how we work to decide whether you'd like a longer meeting.
If a retirement consultation in Winter Haven makes sense from there, we schedule it at our office or by phone or video, whichever you prefer. If we're not the right fit, we'll tell you that and, when we can, point you toward someone who is.
Visit Our Winter Haven Office
Thomas Advisory Services 141 W Central Ave, Ste 3 Winter Haven, FL 33880
We're in downtown Winter Haven, a few blocks from Lake Silver. Free parking is available on the street and in the adjacent municipal lot.
Office hours:
- Monday through Thursday: 9:00 AM to 5:00 PM
- Friday: 9:00 AM to 3:00 PM
- Evenings and weekends by appointment for senior clients
Local Access, Statewide Service
Anywhere in Florida, Same Advisor
We meet in person with clients across Winter Haven, Lakeland, Orlando, Tampa, and Davenport, and we work remotely by phone and secure video with clients elsewhere in the state.
For Florida transplants who relocated for the tax advantages and need a Florida-based advisor, the remote setup means the same advisor relationship from anywhere in the state, with assets held at Charles Schwab and a regular review cadence that doesn't depend on geography.
Send Us a Message
If you'd rather write than call, the form below is the short version. Four fields, one of them optional. We see the message the moment it comes in and follow up within one business day.
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How Clients Reach Us and Schedule a Meeting
How do I schedule a meeting with Allen Thomas?
How do I schedule a meeting with Allen Thomas?
The simplest way to schedule a meeting is to call (863) 207-0883. Allen or Marcie answers during business hours and can book a time on the spot. You can also send a message through the form on this page, and Allen will follow up personally within one business day to find a time that works.
What is the Thomas Advisory Services phone number?
(863) 207-0883. The line rings directly to Allen or Marcie during business hours and to Allen's personal line outside of hours for existing senior clients with urgent questions.
Is the first retirement consultation in Winter Haven free?
Yes. The first conversation is complimentary and carries no obligation to schedule anything further. It typically runs 20 to 30 minutes by phone or in person at our Winter Haven office, and is meant to give both sides enough information to decide whether a longer planning meeting makes sense.
Can I work with Allen Thomas if I don't live in Winter Haven?
Yes. We work remotely by phone and secure video with clients anywhere in Florida. Many of our clients live in Lakeland, Orlando, Tampa, Davenport, and other parts of the state, and a growing share are recent Florida transplants who needed a Florida-based advisor after relocating for tax reasons.
What's the best way to contact a financial advisor in Winter Haven for retirement help?
For most retirees, a phone call is the fastest path. Calling (863) 207-0883 connects you directly to Allen or Marcie during business hours, and most first conversations can happen on the same call or be scheduled for later that week. If phone isn't convenient, the message form on this page is monitored throughout the day.
Let's Talk About Your Retirement
There's no commitment in the first call. There's no pitch. You get a real person on the line who's been doing this work since 1991, and you walk away with a clearer picture of what your retirement plan could look like.