“How Can You Do That to Someone You Love?”

How can you allow your family and friends to receive financial advice from someone you don’t know or trust? 

Many of our clients and friends refer their friends and family members to More than Money and MtM Financial Group Advisors. For this we are deeply appreciative. In nearly every case the referral has resulted when one of these folks is approached with the question, “Who is your financial advisor?” We are honored you trust us with the financial lives of those you care about. However…

Perhaps we all need to be more proactive with those we love. How many loved ones are being poorly served – or not served at all, but just haven’t asked the question yet, ‘Who is your financial advisor?’ We are proud of the team of advisors we’ve assembled at MtM. Mark, Greg, Daryl, and Gene follow the serve first philosophy our company was founded upon and stand ready to serve everyone close to you.

Please take the opportunity to share with your friends and family the favor of an introduction to financial advisors they can trust to serve their very best interests. We will be honored to serve them as we have served you.

If you have questions or comments, please send them to [email protected]

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