Client Satisfaction Survey

Limit Your Risk Keep Your Money

In July 2013, we asked an independent research firm to conduct our second Client Audit. The first was completed 2006.

The goal of the survey was to gain a better understanding of your needs and interests and to ensure that the service that we provide meets or exceeds client expectations. We are pleased and honored that our clients gave us an overall rating of 4.6 out of a possible 5 points! We have worked very hard to deliver that service and those results are extremely gratifying. Here are the survey results:

Investment Advisor Survey Results

(All scores are out of five.)

  • Overall satisfaction with the relationship  4.6
  • Wealth/Investment Advisor is trustworthy  4.7
  • Confidence in Wealth/Investment Advisor’s team  4.7
  • Advisor understands clients financial needs & concerns  4.7
  • Wealth/Investment Advisor puts me first, and offers impartial advice  4.8
  • Wealth/Investment Advisor gives me peace of mind  4.5
  • Confidence that long-term plan is on track  4.3
  • Wealth/Investment Advisor limits the impact of down markets  4.7

You might also be interested to know that our clients say that the two things that are

most important to them in any relationship with a financial advisor are as follows:

  • Having a clear investment plan in place
  • Wealth/Investment Advisor is trustworthy

We were, therefore, pleased to receive such high ratings on these dimensions.


Never Miss an Opportunity

Sign up for our newsletter to receive valuable insights that are available only to subscribers.   Beyond the blog – beyond the videos – get the inside scoop.

Scroll to Top