Refer a Friend or Family Member...

Financial wellness is a necessity for everybody!

My passion is to educate and help others, so I sincerely appreciate referrals.

Do you know anyone that has recently gotten engaged or married, or that has a growing family and could use my assistance?

Or maybe you know a friend or a co-worker that’s on the road to success and could use some guidance and my expertise.

If so, please enter their information on the form on this page and I’ll be happy to reach out.

In addition to their name and email and/or phone, please let me know a little bit about how you know this person and especially if I can use your name when I get in touch with them. You can add any other pertinent info you think I should know (but please don’t put in any sensitive info).

Bill Daniels

Regional Manager

(978) 457-3008 (mobile)

(877) 695-6673 (office)

232 Pleasant St

Methuen, MA 01844