Referrals

 

At Freemon, Shapard & Story, we realize the key to our success is satisfying our client’s needs through exceptional and reliable service.  We are committed to being your trusted financial confidant in achieving and maintaining financial success.

 

Referring a friend, family member, or business associate expresses to us that you value our expertise and the level of professionalism we provide to you.  You can rest assured that we will use the same level of professionalism with your referral in meeting their needs as we have with you.  We encourage and welcome all of your referrals.

 

We guarantee the confidentiality of all client information, and as a result, none of your personal information will be shared with anyone you refer.  You are welcome to pass on our contact information, or provide us with your referral’s information and we will gladly contact them.

 

Thank you for your support!