Welcome to Vineyard Financial's Ambassador Program

First, we’d like to thank you for past introductions that you’ve given us. The highest compliment we can receive is the introduction of your friends, family, and business associates. Vineyard Financial is excited to share the launch of our Brand-New Ambassador Program.

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Starting this year, in 2022, anyone that you’ve previously introduced in 2022 that met with us or will be introduced to us and meets with us will automatically place you in the program to gain perks.

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WHAT IS A VINEYARD AMBASSADOR?

Someone who believes in what we do at Vineyard Financial and who shares those beliefs with their family and friends by introducing them to Vineyard

HOW TO BECOME AN AMBASSADOR IN 3 EASY STEPS

Step 1:
Introduce a loved one, friend, or coworker to Vineyard Financial that is nearing or in retirement

Step 2:
Vineyard Financial will reach out to your introduction

Step 3:
Wait for your introduction to have their first visit with an advisor

It's Easy! Whenever you make an introduction, we will reach out to your friend or family member to ensure they’re comfortable talking with us. If they are, we will discuss the best way for us to connect.

  • Introduce a Friend

  • Please fill in their information

  • This field is for validation purposes and should be left unchanged.