Robare & Jones - Client Survey 2021

Robare & Jones - Client Survey 2020

Question Title

* 1. Name(s)

Question Title

* 2. Please choose from below as it relates to in-person meetings between now and mid-year.

Prefer web/Zoom

Prefer in person

Either is ok

Comments or suggestions

Question Title

* 3. Please choose from below as it relates to client events between now and mid-year.

I am ready to attend an in-person client event now

I would prefer to wait for an in-person client event after mid-year

Comments or suggestions

Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions, LLC., a registered investment advisor. Robare & Jones Wealth Management and Triad Advisors, LLC are not affiliated..