Investing with The Stock Sisters
The Stock Sisters provide easy-to-understand investment advice with a gentle approach. By providing education in addition to recommendations, you can feel secure in your decisions.
By completing our Investor Form below, you're giving us the opportunity to learn more about you, your investment needs, and personal finances so that we can simply start a conversation. This is your chance to ask questions and learn more without any obligation. It is so important to us that we get to know you. We offer more than investment advice; we offer a full financial plan and help you stick to it.
You can also call us at 508-861-7550 or shoot us an email at firstname.lastname@example.org
- Fill out our client questionnaire to help us learn more about you.
- We’ll contact you to schedule a phone call so we can chat. We’ll discuss your investment needs, concerns and goals, and encourage you to ask questions.
- Make it official! We’ll send you a proposal which you can sign and return.
- Let us do the work! We’ll manage your portfolio to meet your objectives and give you online access so you can track your progress.
- We’ll keep in touch and check in with you periodically to make account changes whenever necessary.