For over 30 years, we’ve put that principle into action by providing competent, independent and objective financial advice that helps our clients develop and achieve their financial goals. And when our clients recommend AEPG to their friends, families and colleagues, we know we’ve developed a strong relationship- that will help us both grow.
We’re always appreciative when our clients choose to give us a referral and we know the best referrals come from an honest opinion of the service we provide, the expertise we offer, and the commitment we demonstrate.
If you decide to recommend us to someone you know, please accept our sincere thanks.
Who can Benefit from Our Services?
Anyone with multiple demands on their time may find it difficult to organize and manage their finances. We focus on getting to know each client as an individual and assessing the factors affecting his or her financial situation, business and family. This enables us to develop comprehensive, well planned wealth management programs that help our clients to achieve their financial goals.
If you know someone who could benefit from our expertise and personalized attention, we hope you’ll share this information with them.
Our Referral Process
Each referral receives the same respect and attention we provide to our clients. Please call or send us an email telling us about a friend, family member or colleague who might be interested in our services. We’ll send a letter of introduction and an offer for a free initial consultation. If for any reason we aren’t able to meet his or her needs, we’ll provide information about other resources that might better fit their particular circumstances.
Thank you for choosing AEPG Wealth Strategies to serve your wealth management needs. If you have any questions about our referral process or anything else, please don’t hesitate to call, email or visit us.