Throughout the remainder of 2018 and into 2019 we are hosting a monthly client appreciation event. This is a way for us to say, "thank you for trusting us with your financial life, friendship, and family".
Please consider bringing a guest who you think may be interested in talking with us about the financial services we offer. We grow our business through your recommendations.
This is simply a fun meet and greet. There will be NO sales pitch at this event! We look forward to seeing you at Ballast Point!
John White & Doug Bleecker