It is our goal to provide personal and confidential service that will enable our clients to create and preserve wealth.
We can send a note (with a link to our Web Site) to a person you suggest we contact.
Should you wish to refer a friend, family member or colleague to The Financial Advisory Group, please call us by phone at (415) 752-6222. The information in the form below is the type of information we would like to discuss with you.
They will receive a communication from us, referencing your referral, suggesting that they consider utilizing our services (text below).
Dear: ______________________________ (Friend or Colleague’s Name)
Subject: The Financial Advisory Group’s Web Site
The Financial Advisory Group is an investment advisory firm working exclusively by referral. We provide personal and confidential service to their clients.
Mr./Ms. _________________________ thought that you might benefit from knowing us.
The topics they thought you would be most interested in were (Topics Checked and/or reason(s) given by persons making the referral): __________________________________________________________ __________________________________________________________ __________________________________________________________
You can visit our web site [www.moneyjungle.com] for additional information.
Yours sincerely,
_____________________________
James O. Davis, Founder
The Financial Advisory Group