Client Appreciation Gifts for Financial Advisors
A thoughtful way to recognize the clients you serve
10 Premium Gift Boxes at $50 each
Local delivery only
What Each Gift Box Includes
Premium Buddy Check Gift Box designed to help your client feel appreciated and remembered
Buddy Notes with Every Cookie---a small message meant to encourage, brighten the day or bring a smile
Buddy Moment Card--shares the heart behind the gift and reminds your client that you thought about them
Personalized Card from You---Add your own personal note so the gift feels connected, meaningful, and specific to the the client receiving it
- Aunt Val's Gourmet Cookies--a dozen fresh baked cookies made specifically for your client.
Want to try one first?
$75 Premium Gift Box
Click below to place your order. After your order is received, we’ll contact you to collect the message for your personalized card.
Frequently asked questions
Can each gift box go to a different person?
Yes. The 10-box offer is designed so you can recognize different people over time rather than sending all 10 boxes at once.
What is the delivery fee and delivery area?
Delivery fee is included in the price and we deliver locally in St Tammany Parish and the New Orleans metro area.
Do I have to schedule all 10 deliveries at the same time?
No. We’ll work with you to establish a delivery plan, and your gift boxes can be scheduled throughout the 90-day period.
Can I personalize the message for each recipient?
Yes. Each box includes a personalized card from you, allowing you to tailor the message to the person and the occasion.
How is my recipient's information used?
Recipient information is collected to prepare and coordinate your gift.
We respect your client’s privacy. Recipient information provided for gifting is handled in accordance with our Privacy Policy and is not used or shared for marketing purposes without the individual’s express consent.
How much notice do you need before a delivery?
Advance notice helps us prepare your gift and coordinate delivery. We'll confirm timing requirements with you when we establish your delivery plan.