Automated Greeting Card Mailing Service

for Financial Professionals

Testimonials

Lilly
Stratos Wealth Partners
San Diego, CA
Customer since 2008

After working with you and your company for several years, I have a deep appreciation for your service. 

I have received thank you cards, calls, and letters from clients who've received your special packages. They just love them. The candies are divine, and the CDs are delightfully clever, classy and "jazzy." Now that you also offer the Starbucks, Amazon, and Restaurants Gift Cards, my clients are really in for a treat! 

For a very reasonable investment, you provide a wonderful, ongoing service. And thank you for the reminder emails as well - so helpful! Keep up the great work!

Bruce
Ameriprise
Lake Charles, LA
Customer since 2006

My partner and I have been very pleased with the cards and gifts from The Birthday Company.

In the daily rush that is our business these days, it's difficult to set aside time to send out a special contact to our best clients. The Birthday Company makes this effortless. We use them not only for birthdays, but also for special occasions and to express thanks in a special way. Their gifts and cards are unique and classy in an elegant way. They are extremely convenient and easy to deal with, and always seem to know the best suggestion for each client situation.

Great investment in our business!

Jerri
Wealth Horizon
Duluth, GA
Customer since 2009

Wealth Horizon has been using The Birthday Company services for over a year to recognize our clients' birthdays and anniversaries with our company.

TBC has first -rate customer service. Setting up our clients' accounts was effortless. We control the client list by adding and deleting as we need on a website.

This service is a wonderful tool to make sure our clients know we are thinking of them on special occasions.

Gary
Ameriprise
Pikesville, MD
Customer since 2007

We have been very pleased with the cards and gifts from The Birthday Company.  Our clients and friends have not only been surprised but we’re also pleased knowing they’re being recognized on their special day.

The Birthday Company has been very flexible and even offers other occasions, besides birthdays. Their cards, toffees, and gift cards make a difference every time.

Thank you, Birthday Company, for your ease and continued timely deliveries 24/7, 365 days a year!

Sue
LPL Financial
Colorado Springs, CO
Customer since 2008

Just a quick note to let you know how much my clients continue to absolutely love the birthday gifts!

One of our clients, for example, turned 80 yesterday. Your reminder via email was very timely and when I called her she complimented me on the gift.

I just got back from visiting my sister, who lives in Washington State. Between you and me, I forgot her birthday was coming up, but while we were sitting at her breakfast table 2 days ago, she opened her mail and found a birthday card from me-with a nice gift certificate as well (through Birthday Company). She was very thrilled that I remembered her birthday and loved the card, message, and gift card.

It was nice to be able to see one of your cards get opened in person. The card and packaging are so first-rate. I just want you to know that I'm very impressed and plan to use The Birthday Company for a long time.

Thanks for turning my forgetful moment into something memorable!

John

"Richman Wealth Management, Inc." has been very pleased with the cards and gifts from The Birthday Company Our clients and friends have not only been surprised but also pleased knowing that Richman Wealth Management, Inc. remembers them on their special day. The Birthday Company has been very flexible and even will accommodate other occasions, besides birthdays. Their cards, toffees and gift cards make a difference every time. Thank you Birthday Company for your ease and continued timely deliveries 24/7, 365 days a year!

Richman Wealth Management, Inc

Wealth Horizon has been using The Birthday Company services for over a year to recognize our client's birthdays and anniversaries with our company. TBC has first-rate customer service. Setting up our clients' accounts was effortless. We control the client list by adding and deleting as we need on a website. This service is a wonderful tool to make sure our clients know we are thinking of them on special occasions.

J. Jerri Hewett, CFP® // Wealth Horizon, Inc

Hi Dave, I just wanted to shoot you a quick note to say "thank you". You offer a premium service at a reasonable price. Our clients have given us nothing but positive feedback. Thanks again, Jennifer

Jennifer // FNA Financial Network Advisors

Happy New Year, Dave

The system seems to be working just great and the sample birthday card & envelope you sent to me are lovely & complete! I've also been able to quickly add new clients to the listing - very convenient! Your service adds a very nice component to Cindie's client outreach. We look forward to working together in this new year.

Vicky