Empowering Your Loved Ones To Enjoy Retirement Without Regrets
We’re Here to Help Your Friend and Family Thrive
At Bond Financial Group, our goal is to guide your biggest dreams into reality. When you feel moved to refer a friend or family member to us, we appreciate the trust you have in our ability to bring their visions to life, too.
The confidence you place in our team means a great deal to us. Thank you for helping us empower your loved ones to live a regret-free retirement and for helping us grow along the way.
Bond Referral Program FAQs
Who can submit referrals?
Only current clients of Bond Financial Group are able to submit referrals.
Who can I refer to Bond Financial Group?
Feel free to refer anyone who isn’t currently or has never been a Bond Financial Group client. Examples of valid referrals include adult children (including those still living with you), siblings, extended family members, coworkers, and friends.
How will Bond Financial Group reach out to my referral?
- Your referral will be contacted using the phone number you provide us. During this call, we’ll answer any questions they may have and share a bit about our firm. Your referral and our team will then decide if it makes sense to schedule a Discovery Meeting.
- Referral information is collected with consent and handled securely in compliance with SEC Regulation S-P and applicable privacy laws.
- By submitting your referral’s information, you are giving permission to contact the referral.
- All contact data will be securely stored and protected against unauthorized access, per our privacy policy.
- Referral’s name and contact details may be used for marketing follow up purposes.