Client Referral

For many professionals – lawyers, doctors, dentists, business owners – new clients often come through the door thanks to personal referrals.

We would like to more fully promote the same process at MCS Financial Advisors. Since we are looking to gradually expand our family of clients, we could think of no better way to do this than to invite members of our current client family to help.

Do you have friends or relatives who are frustrated by the often conflicting financial advice that they get from the media, or who complain that they just don’t know who they can trust? Perhaps you know people who are tired of worrying about their money and who just want to get on with enjoying their retirement.

At MCS Financial Advisors, any potential new clients you might refer to us will receive the same high level of integrity and open communication you have come to expect. Our quite selective and comprehensive process of assuring a smooth fit with each potential client begins with the initial meeting. Whether that’s done over a cup of coffee, an informal luncheon, or simply a meeting in our offices, our exploration of future relationships includes an easy give and take, where we discuss our “Fee only” concept of wealth management, the innovative approach we take to our advisory role, and explore the needs of the potential new member of our financial family.

We appreciate the trust you place in MCS Financial Advisors, and invite you to extend that trust to others who might benefit from our services. Please call us for more information, or to let us know if there is someone in your life who might benefit from a referral.