Client Satisfaction Survey

         As our valued client and friend we have enjoyed our relationship,
     and appreciate the business you have given us and the trust you place in
     us as your financial planning team. We also trust your judgment and value
     your opinion!

 
         Periodically, we review every aspect of our business to make sure we
     are on the right track. At this time, we would like your feedback and
     insights to help us evaluate our services. Your input means a lot to us, and
     the time you take to provide us your valued input will ultimately help us
     improve the service we provide to you.

 

     Sincerely,
     Adam Brooks
     Daniel Evans
     Jared Pearson
     Jenny Steward
     Jennifer Hill

Please select the areas in which you would prefer us to contact you.
Postal Mail   E-Mail   Telephone   Fax   Internet   In Person  
Please check the areas of most interest to you on our website:
Market Updates
Access to your accounts through "4MyAccount" link
Products and services offered
Articles
Biography of the firm
Referring a friend
Would you be interested in receiving our informal newsletter?
Yes   No  
If "Yes", then please indicate email address(es) for us to send our newsletter to:

 Please rate our communications with you:
(1 = Very Satisfied,  2 = Satisfied,  3 = Somewhat Satisfied, 4 = Not Satisfied)
Frequency of our communications:
1   2   3   4  
Type of communications: (Letter, Phone, E-Mail)
1   2   3   4  
Clarity of communications:
1   2   3   4  
Depth / Scope of communications:
1   2   3   4  

Please rate the following:
 (1 = Very Satisfied,  2 = Satisfied,  3 = Somewhat Satisfied,  4 = Not Satisfied)
Office appearance:
1   2   3   4  
Staff helpfulness:
1   2   3   4  
Telephone skills:
1   2   3   4  
Timliness of response to your questions / inquiries:
1   2   3   4  
Range of services (amount of information provided):
1   2   3   4  

 What do you consider to be our strengths? :
Our focus on our clients:
Yes   Neutral   No   N/A  
Our proactive approach to planning:
Yes   Neutral   No   N/A  
The fact that we are independent financial planners:
Yes   Neutral   No   N/A  
Our affiliation with Commonwelath Financial Network, an independent broker-dealer:
Yes   Neutral   No   N/A  
Our response time:
Yes   Neutral   No   N/A  
Our professional affiliations / network of professionals:
Yes   Neutral   No   N/A  
Our research capabilities:
Yes   Neutral   No   N/A  

 Our approach and delivery of the following services:
Investment Planning:
Yes   Neutral   No   N/A  
Tax Planning:
Yes   Neutral   No   N/A  
Financial Independence / Retirement Planning
Yes   Neutral   No   N/A  
Business Planning
Yes   Neutral   No   N/A  
Estate Planning:
Yes   Neutral   No   N/A  
Financial Modeling:
Yes   Neutral   No   N/A  
Our local office / location in town:
Yes   Neutral   No   N/A  
Our relationship with you:
Yes   Neutral   No   N/A  

 Please rate the following:
(1 = Very Satisfied,  2 = Satisfied,  3 = Somewhat Satisfied,  4 = Not Satisfied)
Do you value the services & guidance we provide you?
1   2   3   4  
Are you satisfied with the value you have received compared with the value you have paid for the services & guidance you have received?
1   2   3   4  
Please rate your overall satisfaction with our firm:
1   2   3   4  
The liklihood that I would recommend Brooks Financial Advisors to a close friend or associate is:
100%   80%   60%   40%   20%   0%  
How do you describe our practice or services to friends or colleagues?
What can we do to improve our services?
Please elaborate on how we can better meet your expectations:
What can we do to better assist you in the future?
Additional Comments?
HOME | WHO WE ARE | SERVICES | OUR PROCESS | FEATURED ARTICLE | STRAT. ALLIANCES | THE MARKET TODAY | CLIENT SURVEY | CONTACT US | Investor360°®
This communication is strictly intended for individuals residing in the states of
AK,AZ,CA,NY,OR,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network ®, Member FINRA, SIPC
© Copyright 2005 - 2008