Online Survey

Thank you for allowing us the opportunity to work with you! Your feedback is vitally important to us so please take a moment to let us know how we can improve our service to you.

On a scale of 1 to 5, please rate the following:

1.) Does our team promptly return your calls and emails?
(1 = Very promptly, 5 = Not promptly at all)

How important is this to you?
(1 = Very promptly, 5 = Not promptly at all)

2.) Are your questions answered to your satisfaction by our team?
(1=Always, 5= Never)

How important is this to you?

3.) Are the review updates you receive from us easy to read and understand?
(1= Very easy, 5= Not at all)

How important is this to you?

4.) How would you rate your overall level of service from our firm?
(1=Excellent, 5= Very poor)

How important is this to you?

5.) How often would you like us to contact you in a 12 month period?

How many meetings should be face to face?

6.) Please tell us one thing we can do to improve our service:

7.) Which of the following areas are you interested in learning more about?

Life Insurance
Health Insurance
Disability Insurance
Financing / Mortgages
Divorce Financial Planning
Estate Planning
Comprehensive Financial Planning
Long-term Care Insurance
Business Succession Planning
Retirement Planning
Tax Planning
Education Planning

8.) Please let us know if you would like us to contact you regarding any of your responses or if you would like additional information:

Contact me at:

9.) If you knew someone who was in need of financial/investment advice, would you be likely to refer them to us?
Yes     No

Once you have filled out the survey form please click the button below to submit your answers.