Investments / Wealth Management Request

INVESTMENT/ FINANCIAL PLANNING REQUEST FORM  

 

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.

 

» Required Fields

401(k) Information Request

 

 

Contact Information

 

 

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Investment Options
 

 

What types of investment vehicles would you like to offer eligible employees?

 

Do you plan on matching any portion of the employee contribution? Yes No

 

 

 


Read Perspectus clearly before investing. These quotes do not guarantee coverage and 
actual premiums may differ from the quotes provided for Insurance products.

 

 

GFS Financial
15 N Beisels Rd. 
Phone: 866-249-4046 Fax570-501-8029
www.gfs-advisors.com