Broker Check

Unique Characteristics

Referral Rewards – Because we want to be here when you need us, we strongly encourage you to refer new clients to us. As a way of thanking you for keeping our business alive, for every referral you send our way we will send you a $20 bill. We will also enter your name into a drawing. Once a year we draw out three winners for a special $100 gift prize.

Chocolate Chip Cookies - During tax season we serve homemade cookies and coffee.

Birthday Touch - We send you a specially designed birthday letter to remember you. Also, we will try to give you a phone call to wish you a happy birthday on your special day.

Candy Bars – You will receive a “Pay Day” for refunds and a “Crunch” bar for balance due on your tax return. We want your experience at RLJ Financial Services to be sweet!

E-Newsletters – We send out a monthly e-newsletter on a variety of topics covering both investment & tax topics.

Christmas Cards - We send you a Christmas greeting including an updated staff photo. We want you to know our staff.

Tax Maintenance Program – We offer you a plan for giving you peace of mind when you are audited. We want to be here for you in your difficult time of an IRS or State audit.

Annual Calendar – We mail you an attractive calendar each year.

Our Unique Approach – We offer you a full range of Tax, Payroll, and Business Services, including QuickBooks Services, Life Insurance and Long Term Care Insurance, Estate Planning, and Retirement Services. We have it all in one office. There is no need to go through several advisors.

Client Focus – We really want you to succeed and we will do our best to assist you in pursuing your financial goals.

Our Friendly Staff – We are eager to serve you in a cheerful and friendly manner!!