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: Enjoy a bountiful Thanksgiving, a joyous holiday season, and a happy New Year.


Happy Holidays

Message: Here’s to good cheer that lasts throughout the year!


Merry Christmas

Message: May the beauty and magic of the Christmas season remain with you throughout the year.


Season’s Greetings

Message: Celebrate the season! Our warmest wishes for a wonderful holiday and New Year.



Message: As you celebrate the miracle of the season, may your heart be filled with joy and peace.



Message: May your holiday shine. Happy Hanukkah.


New Year

Message: Good times, good cheer, and a Happy New Year!



Message: Wishing you a very happy birthday.

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