Satisfaction Survey – Financial Counseling

Your Name (required)

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Not at all Satisfied (1) - Extremely Satisfied (10)

1. Do you feel as though the financial counselor clearly understood your financial situation?

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2. Do you feel as though the financial counselor reviewed what was important to you?

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3. Was the financial counselor helpful in creating a financial guide for your retirement and investment assets?

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4. What did your financial counselor do very well?

5. Are there areas where you feel financial counselor could have been more helpful?

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