2nd Annual Give Back to Community | JMR Financial GroupNovember 5th, 2019
We at JMR Financial Group know how important it is to support the community in which we live, work and serve. We are excited to announce our 2nd Annual Give Back to Community Challenge where we will make a donation in one lucky client’s name to a local charity of their choice. JMR Financial Group will donate an amount equal to 100% of the winner’s 4th quarter advisory fee.
So how do you get in on this 2nd Annual Give Back to Community Challenge? Simply refer your friends, family, colleagues, and neighbors to JMR Financial Group’s Wealth Management services. For each new investor during the 4th quarter both the new client and the referring client will get their name in the drawing to choose the charity for the 2nd Annual Give Back to Community challenge. Existing clients can also get their name in the drawing by transferring an outside investment account to JMR during the 4th quarter of 2019. Drawing to be held on Friday December 27th, 2019.
As always, JMR Financial Group provides a FREE one-hour consultation for any new client that is interested in learning more about the services we provide.
When you talk to your friends, family, colleagues and neighbors just tell them to ask us about our 2nd Annual Give Back to Community challenge. We will be sure to get you both registered for the drawing.« Planning for Retirement – who’s helping you reach your retirement dreams and goals? || CFP Public Announcement »