There's 3 more steps you have to take
before you complete this process!
Please follow the directions carefully in order to complete the process and ensure you reserve your spot and receive a reply from us without delays.
We appreciate your interest and look forward to being in touch with you soon...
Please keep an eye on your inbox. You'll be receiving two Emails from us. The first should arrive within 15 minutes to confirm the receipt of your application, which you'll need to reply to per the instructions below.
The second will arrive over the next 1-3 business days with specific instructions on setting up an appointment to speak with us.
STEP 1:
Our E-mails will come from:
"info" at RbjFinancialGroup.com
When the confirmation Email arrives, if you could do us a favor and just hit reply with the message "got it."
This will "white-list" our email in your email system, so that none of our future emails will get lost in a different tab or the spam folder.
If you don't get an Email from us in the next 15 minutes, check your spam/junk folder.
STEP 2:
If you are seeking any type of investment management service, you will need to submit a Request For Information (RFI) letter before we can reach out to you to schedule an appointment. We have automated this process, so please click on the link below to fill out and sign this form electronically. Otherwise, you can disregard Step 2 and go directly to Step 3.
Click Here for the RFI letter. DON'T FORGET TO COME BACK TO COMPLETE STEP 3
STEP 3:
As the final step, you'll need to complete a Non-Disclosure Agreement (NDA) between you and RBJ Financial Group, which will cover any discussions or descriptions of proprietary practices. This also has been automated.
That's it, thank you! We look forward to connecting with you.
-RBJ Financial Group Support