Home
Our Team
Our Services
Tools
Contact Us
Home
Our Team
Our Services
Tools
Contact Us
Name
*
Name
First Name
Last Name
Survey
*
Survey
We recognize that the discussion of your financial matters is very important to you. We hope that we addressed the matters that are most important to you and that we provided a clear understanding of those matters. Please take the time to answer the questions below and return the survey to us. Your suggestions and comments are very important to us as we continue to refine our service with future conversations with new clients. Thank you for your assistance.
We understood the topics we discussed.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
The advisors understood our personal goals.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Our tolerance for risk was defined and understood.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
The advisors clearly enunciated the issues and suggested solutions.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
The advisors were patient and did not pressure us to make a decision.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
The advisors explained the fee structure in a manner we understood.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
The advisors made us feel comfortable with making a significant financial decision.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
The advisors explained the management agreement and other forms sufficiently.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
We would recommend FMI to our friends and family-members.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Text Area
Please add any comments you believe will be helpful:
Thank you!