Preferred Introduction Program

Over the years, some of you have asked if a member of our team would be available to speak with a friend, relative or colleague concerning proactive wealth management. We consider it a privilege, and have been more than happy to accommodate those requests.

In the event that you know someone who would benefit from our services, please tell them about your relationship with TWG, LLC. We welcome the opportunity to meet potential clients.

Also, TWG, LLC’s policy on asking our clients’ for preferred introductions is simple and transparent. We don’t ask before we feel we’ve earned your trust and then some. It isn’t until you have worked with us extensively that we assume you believe in our competence and in our exceptional level of service enough to merit a recommendation.

At TWG, LLC we pride ourselves on our personal service, attentive attitude and professional standards. I assure you, that if and when you would like us to speak with a friend, relative or associate that you can feel completely confident in introducing them to our firm. Working with referrals gives us more time to devote to our clients.

The highest compliment we can receive is an introduction from one of our valued clients.

Do you know someone who is…

Concerned about their legacy?
Nervous about their investments?
Retired or wanting to retire?
A business owner?
Needs financial assistance?

No matter what your referral’s situation, we have rarely found a person in a situation we could not help. Please contact our client services representative, Tara Fredericks at 330.467.3111 ext. 10, to set up a preferred introduction lunch meeting with a member of our team. We look forward to meeting your referral.

Thank you, in advance, for your continued support.

Click here for specific client profile sheets for Vince Westerman and David G. Millet, Esq.

Don’t Let Fun Get in the Way of Common Sense – Westerman Auto flyer