Client Feedback Form

We would like to thank you for taking your time to complete this survey. Your feedback is very important to us and we truly appreciate and value your comments. It will also help us better understand and serve your needs.

All comments are completely anonymous, unless you would like to provide your contact information for us to respond to your comments. All of these fields are entirely optional.

Name

Street Address

City / State / Zip

Email Address

Phone Number

1. Please select the service that you are filling this survey for?

Financial Planning
Wealth Management
Investment Services
Wealth Management & Investment
Business Coaching & Consulting
Accounting & Financial Management
Tax Services

2. How long have you been using this service?

Less than a year
1-3 years
4-7 years
More than 8 years

3. Did you purchase a specific product from us?

Yes No

4. What is your overall satisfaction with this service or product?

Very Satisfied Satisfied Neutral Dissatisfied Very Dissatisfied

5. How would you describe your overall client experience with InConcert Financial Group?

6. How satisfied are you with your relationship with InConcert Financial Group in the following areas?

7. Why did you choose us for our service or product?

8. What made our service special to you?

9. What would you recommend to improve any part of our service or product?

10. How likely would you be to recommend our services to your colleagues and friends?

Very likely Likely Neutral Unlikely Very Unlikely

Comments or Referrals:

11. Thank you for completing our survey! Additional feedback, comments or questions: