15 Financial Advisor Thank You Note Messages

Has a financial advisor helped you with your finances in some way?

I encourage you to write your financial advisor a thank you note. This will show them your gratitude for how they have helped you. Usually, the services they are helping you with are things you’d rather not figure out how to do on your own.

Did they recommend an investment that now how a great return? Did they help you roll over your 401K when you changed jobs? My advisor helped me enroll in a Roth IRA and answered my questions.

Thank You Note to Financial Advisor Examples

Here is a template thank-you message to a financial advisor, which can be used in a handwritten thank-you note or a thank-you email.

Dear [insert their name],

Thank you for helping me enroll in a Roth IRA. I had been feeling overwhelmed with the process. I also appreciate that you did all the paperwork for monthly automatic withdrawals. I will be saving money without having to remember to do it.

Thanks again,
[Your name]

#1 I am much more comfortable choosing funds for my investment portfolio after our discussion last week. I appreciate the extra time you spend answering my questions. I needed to understand the details before investing. I hope to see a significant return soon!

#2 I was very pleased when I opened my statement this month. The funds you recommended are doing great this quarter! I am thankful that I trusted your advice. Let’s plan to meet twice a year to review my portfolio.

#3 Thank you for explaining the various forms of life insurance and how each one works. I am happy with my selection for a term policy. I also found the arrangement to have a nurse come to my home for the life insurance test quite convenient. And thanks for doing all the paperwork!

#4 Changing jobs was a very stressful time for me last month. So I was thrilled that you could transfer my 401k to an IRA for me. That saved me some time and stress. And I like the funds you choose in the IRA. I am grateful to be able to rely on you.

#5 Thanks for being my financial advisor. I am grateful that Susie recommended you. You’ve helped me understand the basics of managing money, and I’m confident in my budget and investing choices.

#6 You’re a wonderful advisor! Thank you for providing detailed information about the stocks I’m interested in. You’ve helped me greatly, and I appreciate your help in understanding the stock market.

#7 Thank you for providing me with financial advice. I have a much greater understanding of 401ks and the importance of investing as soon as possible for retirement. Perhaps, I will be able to retire early thanks to your excellent guidance.

#8 You’re the best! My financial situation has improved so much since you became my financial advisor. Thank you for all that you’ve done for my family. My wife is grateful that we are building an emergency fund.

#9 Thanks for helping me understand money and investing. I’m so glad to have you as my trusted financial advisor.

#10 Thank you for all of your support as my financial advisor. For the first time in my life, I feel confident with saving, spending, and investing.

#11 I am grateful for your knowledge! Thanks for helping me get my finances in order.

#12 Thank you for being so amazing with money. I appreciate all that you’ve done for me.

#13 Thank you for spending so much time with me last week explaining index funds. I am ready to setup up an account and start investing for my future.

#14 I’m so glad Charlotte recommended you. Thank you for your time and for helping me find a high-interest savings account online.

#15 Thank you for being my financial advisor. I appreciate your patience as I learn more about investing. You’ll be happy to know that I signed up for 401k payroll deductions this week. Your chart on compound interest convinced me to save and invest as much as possible.

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Author: Heidi Bender

Title: Writer

Expertise: Thank You Notes


Heidi Bender is a writer and author who founded Tons of Thanks. She aims to help people write thank-you notes by providing examples and tips. She is the author of She is the author of A Modern Guide to Writing Thank-You Notes.

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