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MillRiver Customer Survey
Please take a few moments to let us know about your experience with MillRiver. This information ensures that we can serve you better.
1.
Do you work with MillRiver Wealth Management for:
Business
Personal/Family
Both
2.
How likely are you to recommend MillRiver Wealth Management on a scale of 0 to 10, with 0 being not likely at all?
0
1
2
3
4
5
6
7
8
9
10
0
1
2
3
4
5
6
7
8
9
10
3.
What can MillRiver do - or continue to do - to best meet your needs?
4.
How long have you been a customer of MillRiver and/or Wealth Management at the Merrimack or MVSB Investment Services?
One year or less
Between 1 and 5 years
Between 5 and 10 years
Between 10 and 20 years
Between 20 and 30 years
More than 30 years
5.
Please rate your experience with the following MillRiver Services
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Retirement Planning
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Money Management
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Financial Planning
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Insurance / Risk Management Services
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Trust Services
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Tax Planning
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Estate Planning
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
Charitable Planning
Very Satisfied
Satisfied
Needs Improvement
Not Applicable
6.
Would you like us to reach out to you to address any questions or concerns you may have?
Yes
No
7.
If so, please provide your last name, phone number and city/town of residence below.
Last Name
Phone Number
City/Town