How long have you been a client of Petix & Botte Financial?

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* 1. How long have you been a client of Petix & Botte Financial?

Do we provide you with adequate educational information?

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* 2. Do we provide you with adequate educational information?

Are we compassionate, and do we provide personalized service?

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* 3. Are we compassionate, and do we provide personalized service?

Are our financial planners and staff accessible and easy to communicate with?

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* 4. Are our financial planners and staff accessible and easy to communicate with?

Is the office environment at Petix & Botte Financial warm and inviting?

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* 5. Is the office environment at Petix & Botte Financial warm and inviting?

Do you feel that we truly care about your financial well being and future?

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* 6. Do you feel that we truly care about your financial well being and future?

Do we reduce your financial worries?

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* 7. Do we reduce your financial worries?

Do we exceed your expectations?

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* 8. Do we exceed your expectations?

What social media do you use?

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* 9. What social media do you use?

In which of the following social media have you connected with us?

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* 10. In which of the following social media have you connected with us?

In which of the following social media would you like to connect with us?

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* 11. In which of the following social media would you like to connect with us?

Do you feel that we are aware of economic conditions and adjust your financial plan accordingly?

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* 12. Do you feel that we are aware of economic conditions and adjust your financial plan accordingly?

Do you feel that we are aware of legal, tax, and policy changes and adjust your financial plan accordingly?

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* 13. Do you feel that we are aware of legal, tax, and policy changes and adjust your financial plan accordingly?

Do you feel that your portfolio has performed in line with your investment objectives?

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* 14. Do you feel that your portfolio has performed in line with your investment objectives?

Do you feel that your financial planning needs are receiving the proper amount of attention and care from us?

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* 15. Do you feel that your financial planning needs are receiving the proper amount of attention and care from us?

Is there anything that we could start doing, or do differently, to better serve you?

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* 16. Is there anything that we could start doing, or do differently, to better serve you?

This survey is anonymous, however, if you would like to discuss your responses further, please enter your name below.

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* 17. This survey is anonymous, however, if you would like to discuss your responses further, please enter your name below.

Advisory services offered through LPL Financial, a Registered Investment Advisor.

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