Client Survey

Dear Valued Client,

In order to ensure that we are able to service your needs, we would like you to take a moment to review the following questions. If you have answers to the following questions, please return this survey.

"*" indicates required fields

1. Are all the investments you have made through your Representative listed on the account statements that you receive from our firm, including statements from Mutual Fund and Annuity companies?*

2. Have you had any operational problems with the firm (missing dividends, interest payments, transfer problems, etc.) that took an unreasonable length of time to resolve?*

3. Do you receive trade confirmations from us in a timely manner?*

4. Are there any additional questions you have or comments you may wish to provide?*

Name*

Phone*

Account Number*

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.