Worthy of a referral

We are thankful that the majority of our new clients come to us via an existing client referral. Referrals from clients truly are the best compliment a client could ever give to our wealth management group. It's worth sharing that we have no minimum investment criteria requirement and clients of all sizes receive the same level of hands-on, dedicated customer service.

We recommend that you receive permission from the individual you refer to us so that he or she is aware that we will be in touch. Thank you in advance for your referral. We promise to take wonderful care of your friend, colleague or family member:

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Referral’s Information

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This form is provided for your convenience. To ensure timely responses, we cannot accept instructions for trades or other time-sensitive information through this form. For your security, we recommend that you do not disclose account numbers, passwords or other sensitive information in a message. Please see our Online Privacy Statement regarding the use of e-mail.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gagne Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states wehre the financial advisor is not registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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