June 24, 2019

Our 9th Annual Client Appreciation Event

Angela Keeley-White

A big thank you to everyone that joined us for our 9th annual client appreciation event at the Durham Bulls game on June 12th!

We were so glad that the rain held off and we could enjoy a cool June evening cheering for the Bulls.

This was our biggest client appreciation event yet, and we enjoyed spending the evening with you, seeing your families, and hearing about your summer plans.

We commemorated this year with a short video as a thank you which you can watch below. You can view some photos from our past Client Appreciation events here, here, and here.


Share
Posted

June 24, 2019

Category

Angela Keeley-White is our Client Service Manager. She is responsible for managing our firm’s client communications, social media content, digital initiatives, and onboarding new clients.

Podcast

Your Market Volatility Survival Playbook, Ep #238

Take Charge of your Finances

Types of Savings Accounts to Consider for Your Children

Podcast

5 Ways to Transform Tax Season Into an Opportunity, Ep #237

Learn how to balance your retirement

Financial Symmetry advisors unveil financial opportunities to help you balance enjoying today with being ready to retire later.

Subscribe
Get weekly updates with our latest blog posts.

This field is for validation purposes and should be left unchanged.
Financial Symmetry icon

CLIENT CENTER

UPLOAD FILES

Pershing Account