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Client Satisfaction Survey

1.Your financial advisor asks thoughtful questions to understand your needs and financial goals
2.You are treated as a valued client
3.Your financial advisor is knowledgeable and experienced in the financial services industry
4.Your financial advisor is proactive
5.Your financial advisor is trustworthy
6.Your financial advisor explains complicated investment concepts in an easy-to-understand manner
7.Your results have been in line with your expectations based on your risk profile
8.The investment reports that you receive contain information that you find helpful/useful
9.The fee for the services you receive is of value
10.The frequency of contact from HBKS meets your needs
11.You receive responses to your inquiries in a timely manner
12.Your financial advisor has discussed all aspects of your financial well-being (as appropriate to your situation) including saving for retirement, spending for retirement, estate planning, incapacity planning, and risk and tax efficiencies
13.Are you aware that HBKS partners with CPAs at HBK to offer our clients services beyond financial planning and wealth management?
14.How likely will you be to continue using services of HBKS Wealth Advisors in the next year?
15.How likely will you be to refer friends and family to HBKS Wealth Advisors?
16.Please select the HBKS office that works with you
17.Please provide any additional feedback that can help make your experience with us even better.
18.If you would like your advisor to contact you regarding your responses, please provide your information