You’ve trusted JML Financial Group for your financial guidance, and now we want to provide the same quality financial services to the most important people in your life! We created the JML Financial Group Platinum Club to show our appreciation and to give you the chance to invite your family and friends on board with us so that they can enjoy the same financial confidence as you.
As a member of JML Financial Group Platinum Club, you’ll get access to exclusive perks like having a donation to a charitable cause in your name.
Ready to become a member? Here’s how you can do it:
Simply submit at least one referral to us who you think could benefit from our services. If your referral meets our qualifications, then we will reach out to schedule their first appointment. Once they come in and complete their first appointment, you’re in! Your membership will continue for the rest of the year.
TIP: To receive lifetime membership, send us at least five referrals within the same calendar year who then complete their first appointment!
The best referral is someone we have not met with before, but who may fall into one or more of these categories:
Joseph Yocavitch is an Investment Advisor representative and registered representative with and offers securities and investment advisory services through Integrity Alliance LLC, member SIPC.
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