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

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

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

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

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

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

* 7. Do we reduce your financial worries?

* 8. Do we exceed your expectations?

* 9. What social media do you use?

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

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

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

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

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

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

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

* 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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