Broker Check

Client Survey Results

Providing excellent client service is always our goal. Listed below is a partial summary from our client survey taken in December 2012.

I find the staff friendly and helpful.

100%

My calls and/or emails are returned promptly.

100%

My financial advisor is trustworthy.

100%

My financial advisor communicates effectively to help me understand how my finances are managed.

97%

My face to face meetings with my financial advisor are informative and address my specific questions.

97%

I am confident in the skills of my financial advisor and her team.

97%

My financial advisor always has my family's best interset behind every recommendation.

97%

My financial advisor understands my personal goals and financial objectives.

97%

My financial advisor fully discloses all fees.

86%