Introduce a Friend or Family Member


Pass it forward


We value our relationship with you and the trust you place in Vineyard Financial to help you reach your financial goals.

If you think a friend or family member could benefit from working with us, we are making it as easy as ever to introduce them through our Client Introduction Program.

Simply provide us with their name and address and we will send them a valuable information package and invite them in for a complimentary visit.

They will have the opportunity to enjoy all that Vineyard Financial has to offer, including great value, retirement guidance, outstanding customer service and a path to financial security.

Please provide your friend or family member’s information, and we will send them a valuable information package.

Introduce a Friend

  • Introduce a Friend

  • Please fill in their information

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Ready to Take

The Next Step?


For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 812.474.6200.