A gift for you + a gift for a friend

Know someone who can benefit from TruWest Wealth Management Services?

Refer a friend to your advisor. Send them to truwestwms.org/refer-a-friend to get started!
Both you and your friend get a $100 Amazon eGift Card¹ when they complete a consultation and mention your name!
Allow up to 30 days from the completed consultation to receive your eGift cards.

Referred by someone?

Click below to select an advisor, or fill out the form at the bottom of this page and we will contact you to schedule your appointment. Don't forget to mention the person who referred you!

FIND AN ADVISOR

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¹This is a paid client testimonial. The client has an investment relationship with PFG Advisors, LLC and is providing his/her personal opinion. A client testimonial does not guarantee future investment success and should not be construed that any prospective client will experience any level of investment performance. This presents a conflict of interest as this particular client’s experience may not be the same as another client’s experience. This conflict is mitigated by the financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s financial situation.

Offer valid 3/15/23 through 12/31/2023, and subject to change without notice. Amazon.com is not a sponsor of this promotion. Referrer must be an existing TruWest Wealth Management Client in good standing. Referred individual must schedule and complete an in-person or video consultation with a TruWest Wealth Management financial advisor by 12/31/23. Referred individual must also provide a valid email address and present or mention this promotion email/offer at appointment set up, including Referrer’s name, to be eligible and claim. Promotion is limited to new and first-time appointments only, and subsequent appointments with an advisor will not qualify for an eGift card. Limit of one (1) $100 eGift cards per individual/member, or $100 maximum in gifts per individual per calendar year regardless of number of referrals. Members living in the same household cannot refer each other for an eGift card. TruWest employees/board members and their immediate family members not eligible for promotion. Please allow up to 30 days from completion of consultation for delivery of the eGift card. eGift Card is subject to further terms and conditions, including expiry dates. TruWest Credit Union is not responsible for lost, stolen, or expired eGift cards and replacements will not be issued. Any and all taxes are the responsibility of the recipient. We will report as income to the tax authorities if required by applicable law. Except as required by law, Amazon.com Gift Cards cannot be transferred for value or redeemed for cash. Gift cards may be used only for purchases of eligible goods at Amazon.com or certain of its affiliated websites. All Amazon, the Amazon.com logo, the smile logo, and all related logos are trademarks of Amazon or its affiliates. Restrictions apply, for complete terms and conditions, see www.amazon.com/gc-legal.