Refer Our Services

Our practice continues to grow through referrals. Many thanks for your trust and confidence.

Do you have friends, relatives or associates who:

  • Are unhappy with their current investment results?
  • Plan on retiring within the next few years?
  • Are concerned about federal spending and increasing tax rates?
  • Recently changed jobs or started a business?
  • Would like a “second opinion” regarding their investment plans?
  • Are business owners?
  • Retired?
  • Are frustrated by the volatility of the stock market?
  • Recently lost a spouse or loved one?
  • Would like to better understand their options?

BANDER Wealth Management would like to offer suggestions on how the referral process can be best utilized to introduce your friends and family to our firm.

  • Lunch or Dinner – We enjoy meeting friends and family members of current clients through lunch and/or dinner appointments. This is an informal, yet very effective way to help interested friends and family members better understand their options as well as answer any questions that they may have.
  • BANDER Wealth Management has events and activities scheduled all throughout the year. These events offer a great opportunity for you, your friends and your family to enjoy time together as well as be introduced to our office.
  • BANDER Wealth Management has put together an information packet that can be mailed to your friends and/or family members – introducing them to our office and the services we provide.
  • Provide the name and contact information of the person you would like to refer and we will contact them. You may use the contact form on our website.
  • Share with others your experience with our office and have them contact us directly, visit our website, or forward to them our monthly financial update.

We appreciate your referrals and consider them to be one of our greatest compliments.

Note: In order to maintain the highest quality of service for existing clients, we have established an account minimum for new accounts with our firm. We are only able to accept new accounts that include investable assets of greater than $100,000. Exceptions to this policy can be made through friends and family members of current clients.