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* 1. Please provide your name.

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.

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* 2. Please provide the name of your wealth advisor.

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* 3. How long have you been a client of River Wealth Advisors?

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* 4. Please describe the type of relationship you have with River Wealth Advisors.

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* 5. Overall, how satisfied are you with River Wealth Advisors?

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* 6. How satisfied are you with progress toward your financial goals?

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* 7. In what areas have we exceeded your expectations?

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* 8. Are there any areas where we fell short of your expectations?

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* 9. Please choose "Agree" or "Disagree" for the following statements.

  Agree or Disagree
My advisor understands my financial needs and goals.
My advisor is knowledgeable and experienced in wealth management.
My advisor communicates with me clearly and often.
My advisor is trustworthy.
My advisor explains complex financial concepts in an easy-to-understand way.
My advisor responds to my calls or emails in a timely manner.

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* 10. Are you familiar with our team-based approach to service and do you know your team?

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* 11. On a scale from 1 to 10, how likely are you to recommend River Wealth Advisors to a friend or colleague?

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* 12. What is one thing we could do differently to make your experience better in the future?

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* 13. Please provide any additional feedback or suggestions that will help us continue to improve.

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