Corporate Financial Gifts and Promotional Products
Unique Gifts for Financial Planners, Accountants, and Bankers
You can bet your bottom dollar on that!
Welcome to The Gift Planner's exclusive collection of financial-themed corporate gifts, celebrating the expertise and dedication of financial professionals with unique and thoughtful items. Our meticulously chosen one-of-a-kind financial-themed gifts express appreciation and admiration for those navigating the world of finance. Whether you're searching for the perfect gift for a financial advisor, accountant, or banker, our customizable financial-themed presents convey thanks in a meaningful manner. Discover personalized keepsakes and practical items that honor financial experts and acknowledge their invaluable contributions with resonant gestures.
Browse our unique corporate and business financial-themed gifts, giveaways, and
promotional products
for bankers,
loan officers,
financial planners,
accountants,
or any other professional in the financial industry. Perfect for
trade shows,
conventions,
holiday gifts,
client gifts, and
thank you gifts,
The Gift Planner is here to help with all your corporate gifting needs!
Call us today at (602) 526-0963 to work one-on-one with your very own personal gift planner.
MODEL:TGP-FCS
Miniature coin safe 4.25 x 4.5 deep x 6 high. Made of 24 gauge cold rolled steel.This miniature safe can be personalized, features a coin slot, a three number combination lock and models old antique safes in design. The surface is powder coated which insures long lasting durability. The Safe is filled with 6 custom message dipped fortune cookies. (2 milk chocolate, 2 white chocolate, 2 dark chocolate) These safes filled with fortune cookies are perfect for the financial industry, or any other industry. These safes come with your logo on imprinted ribbon with your choice of color.
Min QTY 1
Call 602-526-0963
As Low As
$72.99
| 1 |
$74.99 |
| 25 |
$73.49 |
| 50 |
$72.99 |
MODEL: TGP-SAFE
Miniature coin safe 4.25 x 4.5 deep x 6 high. Made of 24 gauge cold rolled steel.This miniature safe can be personalized, features a coin slot, a three number combination lock and models old antique safes in design. The surface is powder coated which insures long lasting durability. The Safe is filled with 2 money themed treat boxes wrapped in dollar sign pattern cello. First box filled with 12 mini dark chocolate mint flavored Oreo cookies with 1 milk chocolate foil dollar sign and 3 gold foiled milk chocolate coins. Milk chocolate candy coated "pearls" for filler (12 pearls). Second box filled with 10 mini white chocolate dipped pretzel logs packaged with 1 gold foiled chocolate gold bar, 1 silver foiled .999 fine silver bar and 1 green foiled milk chocolate dollar sign.
Min QTY 1
Call 602-526-0963
As Low As
$82.99
| 1 |
$84.99 |
| 25 |
$83.99 |
| 50 |
$82.99 |
MODEL: 313527
Help your clients survive tax season. Each 2" x 5" x 3/16" chocolate bar is packaged in a
1040 form wrapper with matching artwork engraved in the chocolate bar. All products are manufactured under
the supervision of the Orthodox Union unless otherwise noted. Each bar weighs 1.2 oz. Must be sold in cases.
Case of 50. Price listed is the per piece price.
Minimum QTY 50
Call 602-526-0963
MODEL: MONEY_BOXG
Gold box is filled with 10 novelty chocolate and candy money related items. Arranged on colorful sizzle grass, each box contains a combination of foiled chocolate coins, gold bars, dollar signs and candy mints wrapped in dollar wrapping. These make perfect client gifts, investment sales meeting giveaways, convention handouts for financial or investment related events. Use as a basket filler or stand alone gift item. (Business card may be inserted into the box) Each box is tied with an imprinted ticker tape ribbon, and may be imprinted with a logo or standard text imprint.
Min QTY 100
Call 602-526-0963
As Low As
$12.87
| 100 |
$13.57 |
| 250 |
$13.23 |
| 500 |
$12.87 |
MODEL: 320420
Bite Back At the IRS Cookie. Delicious 3 1/4" cookie with a "Bite Back" Milk chocolate top. Each cookie is individually wrapped. OU-D certified Kosher Dairy. Our Stock Collection features favorite designs that are always in stock and ready for immediate shipping.
Min QTY 50
Call 602-526-0963
MODEL: AQS5433-A
A 7" starfire circle with polished edge, anchored by paired aquashaped dollar signs, a prominent symbol particularly appropriate for financial institutions, entrepreneurial ventures, marketing and accounting firms, and any other endeavor where the "bottom line" is paramount!
Min QTY 1
Call 602-526-0963
As Low As
$144.00
| 1 |
$150.00 |
| 7 |
$147.00 |
| 13 |
$144.00 |
MODEL: 9780143115762
Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence: Fully Revised and Updated for 2018. A fully revised edition of one of the most influential books ever written on personal finance with more than a million copies sold. "The best book on money. Period." -Grant Sabatier, founder of "Millennial Money," on CNBC Make It "This is a wonderful book. It can really change your life." -Oprah For more than twenty-five years, Your Money or Your Life has been considered the go-to book fortaking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin's guidance.
Min QTY 250
Call 602-526-0963
MODEL: WOF-CB11
Encourage savings and financial responsibility with this unique money stack coin bank. Made from durable plastic, this translucent stacking block-shaped bank features a twist-open cap on the bottom for easy money retrieval when you've hit your savings goal. Perfect for financial campaigns and bank promotions, this coin back can be customized with your company logo to create a great gift that will be a hit amongst customers.
Min QTY 100
Call 602-526-0963
As Low As
$3.22
| 100 |
$3.57 |
| 250 |
$3.35 |
| 500 |
$3.22 |
MODEL: BM8010
In any economy, we need to watch our spending, do so with our bookmark - Tune Up Your Finances! This book marker is informative as well as useful. Use these tips and guidelines to help organize your personal finances. This double-sided book slip is durable and attractive and great for branding and customer or client retention. It's perfect for mailing since it fits perfectly in a #10 envelope. Order yours today!
Min QTY 300
Call 602-526-0963
As Low As
$0.46
| 300 |
$0.59 |
| 500 |
$0.48 |
| 1,000 |
$0.46 |
Standard orders are subject to 5% over or under runs. Custom orders are subject to 7% over or under runs.
MODEL: LFN-CR04
Our credit card shaped stress reliever will help your customers relieve their anxiety with their credit card woes. Safety tested, this 3 1/2" x 2 1/4" x 3/4" stress reliever is intended for adults or for general use by consumers of all ages. Great for any promotional event, our products are not intended for children under three years old or for pets. Pictured with custom decal. Decal Information: Decals are used when imprint design is complicated or when 4-color process printing is required. White stress relievers may discolor over time. Care instructions are provided with your shipment.
Minimum QTY 150
Call 602-526-0963
As Low As
$1.84
| 150 |
$1.97 |
| 250 |
$1.92 |
| 500 |
$1.84 |
MODEL: Pen-1508
This classic promotional pen is made of plastic and features a twist-action mechanism, stylus tip, silver barrel, shiny accent trim and your choice of colored grip. It also includes a single color, single location imprint, perfect for putting your brand name, logo or message on display. Refill specifications: slim refill 73mm. Great for tradeshows, conferences, event goodie bags and much more!
Min QTY 250
Call 602-526-0963
As Low As
$0.99
| 250 |
$1.12 |
| 500 |
$1.04 |
| 1,000 |
$0.99 |
**Colors available: Blue, Red, Green, Orange, Purple, Black
MODEL: KW-S2005
Looking for the perfect way to advertise your newest bank branch opening? Look no further than this silver-plated zinc alloy piggy bank. This polished product is an excellent choice sure to bring attention to your brand. Customize with your company name and present as a prize giveaway during networking fundraisers, tradeshows and conferences. Ideal for banks, financial advisors, accountants and other money service industries.
Min QTY 1
Call 602-526-0963
As Low As
$48.00
| 1 |
$61.00 |
| 6 |
$51.00 |
| 26 |
$48.00 |
MODEL: GB-300
This unique mini gold bar can be used as both a magnet and a paperweight. Ideal for keeping track of important documents and reminders. Perfect for distribution by banks, insurance companies, and other financial institutions. This magnetic paperweight stands as a reminder of the value of a dollar and the power of good investments. May be customized or purchased without imprint. Measures 2 3/8" x 5/8" x 1" in dimension. Constructed of ABS plastic.
Min QTY 50
Call 602-526-0963
As Low As
$3.50
| 50 |
$4.15 |
| 100 |
$3.70 |
| 250 |
$3.50 |
MODEL: EL4107
USB flash drive with silicone circle wristband design. Connect two heads, then a usb bracelet is made. Soft touch feeling. Hide and protect the USB connector well. Small size, keep your digital world in your pocket, take your data anywhere. Save time to upload files to email. Widely used in Schools, Colleges, Universities, Commercial, Education, Government, Agency, Media Industries, Engineering, Healthcare, Construction, CPA, Attorney, Photography and Other Use. Good storage gift. Popular as birthday, teacher's day, Children's day, Christmas Day, New year, Wedding, Party, Graduation gift.
Min QTY 50
Call 602-526-0963
As Low As
$5.00
| 50 |
$6.13 |
| 200 |
$5.52 |
| 500 |
$5.00 |
MODEL: PS2042
Have your company keep them on track with the Helpful Pocket Slider™ - Tips to Create and Stay on Budget! Whether they are just starting out on their own, worried about dwindling finances or simply struggle to pay the bills, this expert guide will educate on how to budget. Offering valuable strategies for saving more, spending less and paying down debt, this pamphlet is a great giveaway at banks, accounting firms, consultants and even schools. With an imprint of your logo on the front, recipients will thank you for their success!
Min QTY 300
Call 602-526-0963
As Low As
$0.78
| 300 |
$0.86 |
| 500 |
$0.83 |
| 1,000 |
$0.78 |
Standard orders are subject to 5% over or under runs. Custom orders are subject to 7% over or under runs.
MODEL: KP7208
Organize your bills and keep track of your finances with our Bill Paying Key Points™! This is a great way to track your monthly bills with a 12-month record keeper. It includes important money-saving tips. Our Key Points has a compact, accordion-style fold which is great to carry along in a pocket or wallet as it folds down to the size of a credit card. This marketing tool makes a handy giveaway for financial institutions. Order yours today!
Min QTY 300
Call 602-526-0963
As Low As
$0.46
| 300 |
$0.59 |
| 500 |
$0.48 |
| 1,000 |
$0.46 |
Standard orders are subject to 5% over or under runs. Custom orders are subject to 7% over or under runs.
MODEL: 25135
Make your brand much more visible for marketing success when you offer this phone wallet with earbuds holder! Give this out to customers who love consolidating all of their essentials into one easy space. They'll appreciate being able to quickly and easily get to not only their phone, but their credit cards and earbuds. Add your company name or logo for maximum visibility. With this, your brand could become the talk of the town!
Min QTY 250
Call 602-526-0963
As Low As
$1.31
| 250 |
$1.74 |
| 500 |
$1.51 |
| 1,000 |
$1.31 |
Highlight:Silicone Material. Adheres To Back Of Your Phone With Strong Adhesive. Stores Your Earbuds When Not In Use. Perfect For Carrying Identification, Room Key, Cash, or Credit Card.
MODEL: PWBP19
Silicone phone wallet with button pocket stand, cord organizer and card holder adhesive sleeve make a perfect gift at corporate events or trade shows. Measuring 87 mm x 56 mm x 3 mm and available in several colors and free PMS body color match, this essential soft silicone mobile phone stand accessory adheres to the back of your smart phone and holds up to three cards securely. Snap with your thumb to release the stand and rest your favorite cell phone. Customize with an imprint of your brand logo for a promotional gift that is sure to stick. PMS match for material and imprint also available at no additional cost on these silicon phone wallets soft pvc material adhesive card holder is a must have.
Min QTY 1,000
Call 602-526-0963
As Low As
$2.48
| 1,000 |
$2.66 |
| 2,500 |
$2.57 |
| 5,000 |
$2.48 |
** Price Includes: PMS color match on imprint.
MODEL: A-7917
This slim leather wallet safeguards your cash and credit cards! Measuring at 4.25" x 3.42" x 0.19", this wallet comes equipped with 5 card slots, and every slot features radio-frequency identification (RFID) blocking technology for superior protection against digital thieves. Crafted from leather, this timeless wallet combines luxurious style with functionality and durability you can depend on when traveling, shopping, and more. Wonderful for everyday use, and with customization offered, you can add a brand name, logo, and message. Purchase this slim leather wallet today, and fortify your finances!
Min QTY 50
Call 602-526-0963
As Low As
$11.25
| 50 |
$12.83 |
| 500 |
$12.08 |
| 1,000 |
$11.25 |
MODEL: 3170
Give out this junior writing pad and make a go for marketing success! It's made of vinyl, measures 8.43"H x 5.31"W, comes in several fantastic colors, and is perfect for everyone from students to coaches and journalists. Features include a perforated writing pad, a diagonal pocket with a sealed edge for brochures and handouts, and a pen loop. It's small enough to fit in convenient places for quick retrieval. With this, your brand could become the talk of the town!
Min QTY 100
Call 602-526-0963
As Low As
$4.78
| 100 |
$5.71 |
| 250 |
$5.07 |
| 500 |
$4.78 |
Black liner and diagonal inside pocket. Perforated ruled writing pad. Pen loop (pen not included).
At The Gift Planner, we take pride in offering a diverse selection of financial-themed gifts and promotional products that stand out in the corporate world. Our unique and personalized gifts are perfect for showing appreciation to bankers, accountants, financial planners, and other financial professionals. Whether for client appreciation, employee recognition, or corporate events, our gifts are designed to leave a lasting impression. Explore our range of customized financial-themed gifts to find the perfect items that reflect your brand's values and foster strong business relationships. Let The Gift Planner be your partner in creating memorable and meaningful gifts for the financial industry.
Looking for something else?
We Can Put Your Theme or Logo on Anything!
PRICE MATCH GUARANTEE
If you find an identical product advertised for less, we will match or BEAT that price instantly!
