FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Wright Choice Financial Group developed this program for clients to introduce their friends, family, and colleagues to our firm. It is a great way to help them realize their own retirement goals.
Introduce us to a friend, family member, or colleague and if they become a client, then you will be an ambassador!
You should introduce people just like you! It is our pleasure to assist you with your retirement journey needs and we would love to do the same for your friends, family, and colleagues. Introduce us to anyone that has similar needs and goals as you.
There are three ways to introduce a referral:
We appreciate you for being an advocate of ours and thank you for introducing us to people you believe we can help now and in the future.