Welcome to Our Refer Your Friends and Family Program
A simple way to share the financial confidence you've gained with the people you love
Want your loved ones to experience the kind of financial confidence you've found from working with us on a well-thought-out financial strategy? Well, now you can.
All it takes is connecting your loved ones with a trusted financial professional who can help them navigate the ups and downs of life.
For example, think about the people you know who are:
- facing the loss of a loved one
- undergoing a medical crisis
- thinking about retiring early
- concerned about running out of money
- unsure about paying for long-term care
- interested in tax-efficient income planning, preserving assets or avoiding probate
Then, let your friend or family member know you'd like for them to have the opportunity to talk with us. There's never any pressure - just a listening ear and thoughtful guidance on their financial situation.
We think of you as part of our family and would love to welcome those you care about to join our family firm.
When you refer a friend or family member to our firm, we reach out to ensure they are comfortable talking with us. If they are, we'll discuss the best way for us to connect - at an event, over the phone or during an in-person visit.
Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone's life. That's why we encourage you to become an advocate for your referral's financial well-being and celebrate the courage it takes to face one's finances head-on!
It's time to refer! To share your referral, please send your referral's contact info to Assistant@rolandfinancial.com , or make a "virtual introduction" by filling out this form:
3910 Caughey Road, Suite 140
Erie, PA 16506
814-833-2999 | Assistant@rolandfinancial.com
Advisory services are offered through Roland Financial Wealth Management, LLC, an Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Roland Financial, LLC an affiliated company. Roland Financial Wealth Management, LLC and Roland Financial, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.