Take the survey - Year-End Survey

Year-End Survey

Please rate us on the following criteria.

	Completely satisfied	Mostly satisfied	Somewhat satisfied	Neither satisfied or dissatisfied	Somewhat dissatisfied	Mostly dissatisfied	Completely dissatisfied
The advisor's ability to understand and prioritize your financial needs and goals
The advisor's ability to tailor solutions to your needs
The advisor's ability to explain complex financial concepts in a way that makes sense to you
The advisor's response time to your inquiries.
The advisor's ability to solve those inquiries.
The quality of the financial advice provided.
The communication frequency
The advisor's knowledgeable and experienced
The progress towards your financial goals.

Overall how satisfied are you with the value we have created this year?

What did you like most about your interaction with us?

In your opinion, what sets us apart from other financial advisors?

What is one thing your advisor could do differently to make your experience better in the coming year?

Would you like to receive a personal check in/update from your advisor?

What would be your preferred method for getting updates?

Please purchase for complete survey