Financial Advisors: Thoughtful and Practical Gifts Reflect Your Role

Great financial advisors do more than offer solid investment advice. If you’re a financial advisor, you take an interest in your client’s overall financial health and future. You make sure their assets are protected by the necessary insurance policies and legal documents, you help them prepare for major life changes such as college and retirement, and you provide guidance for big financial decisions, such as real estate purchases.

To show your clients that you’re looking out for them, present them with a gift from Scarborough & Tweed’s emergency preparedness product line. Gifts such as first aid kits, flashlights and lanterns define your role as a trusted advisor and friend.

Call us at 914-741-2706 for more thoughtful gift ideas, and let us help you take good care of your clients.

 

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