Broker Check

Prospective Client

Thank you for taking time to learn about our firm.  We know selecting the right firm can be a difficult decision and we are truly thankful to our clients for choosing MFG Investments to help them on their journey. Our process begins with an introductory meeting to help each of us determine if working together will build a successful long-term relationship.  We prefer to have a short profile completed to gain an understanding of where you are currently while having a conversation about your goals and priorities.   This is the only way to determine if working together is the best option.   

Click here to download our questionnaire

The key to working together is dependent upon achieving long-term success.  Our firm limits the number of new relationships we build each year to help achieve an exceptional level of client service.   We only begin working with a new client relationship once we know you are comfortable with our firm and we can be confident in helping you achieve long-term success.   

Our questionnaire can be return to us by email, fax or mailed to our Medford office.  If you have any questions please let us know by calling or emailing us at any time.