100% of survey complete.

* 1. We make an effort to understand your goals.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 2. We are knowledgeable about available financial products.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 3. We inform you about new products and services as they become available.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 4. We anticipate your needs and are proactive in serving you.

  Strongly Agree Agree Somewhat Niether Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 5. We relate well to you and your staff at all times.

  Strongly Agree Agree Somewhat Neither Agree or DisAgree Disagree Somewhat Strongly Disagree N/A
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* 6. We listen well to what you have to say.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 7. We are helpful in diagnosing problem areas in your business.

  Strongly Agree Agree Somewhat Neither Agree of Disagree Disagree Somewhat Strongly Disagree N/A
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* 8. We are accessible when you need us.

  Strongly Agree Agree Somewhat Neither Agree of Disagree Disagree Somewhat Strongly Disagree N/A
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* 9. We keep you sufficiently informed on the the progress of your work.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 10. We clearly explain ideas and investment issues.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Stronlgy Disagree N/A
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* 11. I feel comfortable with the risks taken with investments.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 12. I am happy with the performance of my investments.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 13. We show creativity in our proposed solutions.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 14. We are prompt in completing work and meeting deadlines.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 15. We contribute to helping your business become more successful.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 16. Our staff is helpful and courteous.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 17. Our staff members conduct themselves in a professional manner.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 18. We return emails and phone calls and respond to requests promptly.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 19. We deal with any problems in our relationship quickly and openly.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 20. We make it easy to access your account online.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 21. Our statements, reports, memos and letters are clear and well-written.

  Stronlgy Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 22. Our year-end organizer is a thorough and valuable tool.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 23. Our meetings are well planned, efficient and effective.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 24. Our billing procedures are timely.

  Strongly Agree Somewhat Agree Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 25. Our bills are clear and easy to understand.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 26. Our prices are fair and competitive.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 27. Our offices are clean and attractive in appearance.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Disagree N/A
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* 28. We provide the best value for your money.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Somewhat N/A
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* 29. I feel comfortable referring my advisor to my friends and colleagues.

  Strongly Agree Agree Somewhat Neither Agree or Disagree Disagree Somewhat Strongly Agree N/A
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* 30. Overall, how satisfied have you been with our services over the last year?

  Extremely Satisfied Satisfied Neither Satisfied or Dissatisfied Somewaht Dissatisfied Extremely Dissatisfied
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* 31. Number of face-to-face meetings per year:

* 32. Number of phone calls per year:

* 33. How many times in the last year have you talked to your Advisor in person or on the phone? (check the one that represents that number)

* 34. What are we doing right?

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* 35. What should we improve?

* 36. Will you continue working with our firm next year?

* 37. Whom do you know that might benefit from speaking with Kevin Williams? A friend, colleague or family member? Please include their contact information below.

* 38. Please indicate the number of years you have been a client of our firm.

* 39. Please indicate which services we currently provide to you. If you are interested in learning more about a particular service (without obligation) and/or were not aware of the service, please place a check in the space provided.

  Currently provide service Interested in service Not aware of service
Investment advisory services
Audit/review/compilation
Tax planning and preparation
Estate and trust tax preparation
Financial statements
Bookkeeping/write-up

* 40. Would you be interested in receiving timely financial/tax email newsletters from our firm?

* 41. Do you have any recommendations for improvements to our year-end organizer?

* 42. Which of the following items would you utilize if we placed them on our firm's website-www.kqwilliamsfinancial.com?

* 43. Please list three activities that you like to do for fun.

* 44. Completed by:
Name & Title/ Company
Other Contacts Within Your Company:
Name & Title/ Email

Please feel free to write additional comments about your experiences with our firm or how we can better serve you.

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