Receive our email!

You will receive NO SPAM – only hot deal notifications.

Enter your email:

   

(Optional)
(Optional)
(Optional)
You are here: Home > Financial Document Organization
Find by Pricing

Financial Document Organization

Become a Trusted Advisor

When you first present your services to prospects, offer them a Financial Documents File Box to help them get organized. When their plans are implemented, present them with a Financial Documents Metal Strong Box. For clients purchasing large contracts or placing substantial assets under your direction, our North American cherry Premium Presentation Case and Executive Stationery Box make ideal appreciation gifts. Your thoughtfulness will be valued and great referrals are inevitable!

Click here for our latest Boxes By Pandora Catalog!

Sort By:
Page of 1
Trusted Advisor Document Case
Trusted Advisor Document Case
Your Price $235.00

Elegance and Unbeatable Quality

If you work in the financial services field, you probably realize that real planning consists of as much art as science. Clients develop respect for your advice, guidance, and credentials. They consider you their trusted advisor.
Standard Financial Document Case
Standard Financial Document Case
Your Price $199.00

Smaller but Still as Rich

At some point, you may be working with clients that require modified financial services.We know that under those circumstances you may want a smaller financial documents case with less need for filing specific documents. So Boxes by Pandora has developed a smaller case that maintains the same high quality construction with fewer files and tabs.

Financial Documents Metal Strong Box
Financial Documents Metal Strong Box
Your Price $49.95

Creates a Caring Reputation for Advisors

When delivering key financial documents to your clients—such as investment records, annuity contracts, stock and mutual fund certificates, bonds, and insurance policies—you can foster loyal relationships by presenting them in our classic pinstriped, metal strong box. Featuring a three-digit personal combination security lock and polished silver carrying handle, this smartly designed strong box can protect a large selection of both original and backup records that your clients will want to keep at their fingertips. An interior business card holder allows you to prominently display your name and contact information.

SPECIAL OFFER! Buy 6, get 1 FREE!

Financial Files and Tab System
Financial Files and Tab System Single Pak
Your Price $49.95

Now available separately!
The Perfect Client Organization Tool

Financial Documents Reference Manual & Guidelines Card
Financial Documents Reference Manual & Guidelines Card
Your Price $6.95

An organized recordkeeping system will help your clients avoid frustration, while saving them valuable time and money. This 16-page booklet and quick reference card explain how and where both legal and vital non-legal documents should be safely stored for quick and easy retrieval.