Question Title

* 1. How would you rate your Financial Advisors assistance in meeting your financial goals?

Question Title

* 2. How would you rate your Financial Advisor in regards to taking the time to understand your financial needs?

Question Title

* 3. How would you rate your Financial Advisor in regards to working with you to set appropriate financial goals?

Question Title

* 4. How would you rate your Financial Advisor in providing you with suggestions about products and solutions that meet your needs and help you achieve your goals?

Question Title

* 5. Have you and your Financial Advisor been in contact within the past 12 months to review your financial plans?

Question Title

* 6. Has your Financial Advisor kept you informed on the progress of your Investment Portfolio?

Question Title

* 7. What method of communication do you prefer?

Question Title

* 8. How often would you like to hear from your Financial Advisor?

Question Title

* 9. How would you rate your Financial Advisor with respect to customer service

Question Title

* 10. How would you rate your Financial Advisor in regards to their ability to communicate clearly and effectively?

Question Title

* 11. Overall, how would you rate your Financial Advisor

Question Title

* 12. As we strive to improve our customer service, we are also looking to our members for input on what technology and financial features you would like to see the Credit Union invest in.

Question Title

* 13. Do you have any other comments, questions, or concerns?

0 of 13 answered
 

T