REFERRALS | Overview

We are fortunate that most new clients are introduced to us by referral from existing clients and other professionals related to financial planning. Consumer Surveys concluded long ago that individuals overwhelmingly prefer a personal referral when selecting a financial professional for their own financial matters.

From our perspective, growing our clientele in this manner allows us to deliberately focus our time and resources on serving clients rather than on external marketing activities.

We encourage you to introduce us to someone you care about for our comprehensive services. Rest assured that every referral is valued and will be treated courteously and professionally, just as you would expect.

Click here if you would like to learn more about Your Rights as a Financial Planning Client, and 10 Questions to Ask When Choosing a Financial Planner.

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This communication strictly intended for individuals residing in the states of FL,MI,MN,MO,NC,OH,SC,TN,TX,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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