I'm ready to assist you. Call: 423-530-7788

Amy Edwards

CFP

Refer aFriend/Family Member

iconPlease help us expand our business. Referrals are an important factor in helping us gain new clients. If you have a friend or family member whom you believe will benefit from visiting our website and learning about our retirement services, please complete the form below.

iconIf you do make a referral here's what will happen:

  1. The link to the website will be sent to the person you are referring.
  2. You will receive a "thank you" via email.
  3. Notification will be sent to us via email that you have introduced a potential new client.

Thank you for making a referral!
Friend or Family Member's Details

Pages You'd Like to Refer

Your Details

Refer Friend / Family Member

You will be prompted if field is missing or filled out with invalid data.

Securities offered through Securities Service Network, LLC a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through SSN Advisory, Inc., a SEC Registered Investment Advisory firm