1. Service Characteristics

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33% of survey complete.

Please take a few minutes to complete this survey on the quality of service we provide. We welcome your feedback and appreciate your honesty. With your help, we hope to strengthen the bond between our clients.

* 1. Please rank, your criteria for choosing Active Wealth Managers.

  Most Important Very Important Important Less Important Not Important
Industry/marketplace knowledge
Length of time in business
Consultative capabilities
Technology and Tools provided
Personal Referral
Cost
Responsiveness to requests
Value-added services

* 2. Please rate the following questions.

  Excellent Above Average Average Below Average Poor N/A
* The quality of our responses to your questions and concerns.
The timeliness of our responses to your needs.
The knowledge level of your Adviser.
Your Adviser keeping you informed of changes.
How is our ability to anticipate your needs and provide assistance pro actively.
Our products and services we provide meet your objectives.
We are easy to work with.
Overall, how do you rank our services to you.

* 3. How would you prefer for us to provide most communications?

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