Greeting Cards
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Greeting Cards
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Greeting Cards

Keeping in touch with your clients isn’t only about delivering financial news. Keeping in touch is also personal. Part of your plan should include sending a greeting card to clients to show your appreciation for their business or to wish them a happy holiday season. Each card is personalized with your contact information, photo, website address, company logo, and broker-dealer disclosure, and includes a decorative envelope. The cards are compliance friendly and have been reviewed by FINRA.

Greeting Card Catalog Download PDF Catalog

Note: Because our library of cards changes frequently, you will select the specific greeting card(s) during the personalization phase of the order process.

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Click on any card to enlarge:

Thank You

Message: We’d like to thank you for your business and your confidence in our practice. We look forward to continuing to serve you.



Message: This Thanksgiving, may you be surrounded by an abundance of all good things.


Happy Holidays

Message: May the joys of the season be with you all year through.


Merry Christmas

Message: Best wishes for a magnificent Christmas and a prosperous New Year.


Season’s Greetings

Message: May your holidays be merry and bright.



Message: Celebrate the glory, the wonder, and the miracle of the season. Warmest wishes for a Merry Christmas and a prosperous New Year.



Message: May your holiday shine. Happy Hanukkah.


New Year

Message: Wishing you a year of happiness, health, and success. Happy 2017!

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