2024 Client Satisfaction Survey We are committed to delivering exceptional service to you every day. Your feedback is invaluable as we continually look for ways to enhance your experience and help you achieve your long-term financial goals. Question Title * 1. Please provide the name of your wealth advisor. Jennifer Collins, CFP Benjamin Dum, CFP Andrew O'Gorman, CFP Edward O'Gorman, MBA, CFA Eric Wiegand, CFP Heather Rivas, CPA, CFP Question Title * 2. Please provide your name. Question Title * 3. How long have you been a client of River Wealth Advisors? Less than six months Six months to a year 1 - 5 years 6 - 10 years 10+ years Question Title * 4. Please describe the type of relationship you have with River Wealth Advisors. Investment Management only Financial Planning only Mix of Investment Management and Financial Planning If not a current Financial Planning client, are you interested in learning more about this value-add offering? Question Title * 5. Overall, how satisfied are you with River Wealth Advisors? Extremely satisfied Satisfied Dissatisfied Please share any additional thoughts here. Question Title * 6. How satisfied are you with progress towards your financial goals? Extremely satisfied Satisfied Dissatisfied Please share any additional thoughts here. Question Title * 7. In what areas have we exceeded your expectations? Relationship with your advisor Management of your investment portfolio Financial Planning services Interactions with the River Wealth team Communications and educational webinars Partnership with your other trusted advisors Legacy Mapping Tax planning Ease of access and scheduling of meetings Other (please specify) None of the above Question Title * 8. Are there any areas where we fell short of your expectations? Relationship with your advisor Management of your investment portfolio Financial Planning services Interactions with the River Wealth team Personalized and educational communications Partnership with your other trusted advisors Legacy Mapping Tax planning Ease of access and scheduling of meetings Other (please specify) None of the above Question Title * 9. Please choose "Agree" or "Disagree" for the following statements. Agree or Disagree My advisor understands my financial needs and goals. Agree Disagree My advisor understands my financial needs and goals. Agree or Disagree menu My advisor is knowledgeable and experienced in wealth management. Agree Disagree My advisor is knowledgeable and experienced in wealth management. Agree or Disagree menu My advisor communicates with me clearly and often. Agree Disagree My advisor communicates with me clearly and often. Agree or Disagree menu My advisor is trustworthy. Agree Disagree My advisor is trustworthy. Agree or Disagree menu My advisor explains complex financial concepts in an easy-to-understand way. Agree Disagree My advisor explains complex financial concepts in an easy-to-understand way. Agree or Disagree menu My advisor responds to my calls or emails in a timely manner. Agree Disagree My advisor responds to my calls or emails in a timely manner. Agree or Disagree menu Question Title * 10. Are you familiar with our team-based approach to service and do you know your team? I am familiar with the team-based approach to service and know my team. I am familiar with the team-based approach to service but do not know who is on my team. I am not familiar with the team-based approach nor do I know who is on my team. Question Title * 11. On a scale from 1 to 10, how likely are you to recommend River Wealth Advisors to a friend or colleague? 1 - Not Likely 2 3 4 5 6 7 8 9 10 - Very Likely 1 - Not Likely 2 3 4 5 6 7 8 9 10 - Very Likely Question Title * 12. What is one thing we could do differently to make your experience better in the future? Question Title * 13. Please provide any additional feedback or suggestions that will help us continue to improve. Thank you for your feedback!
