Client Survey

Thank you for taking some time to answer the following survey questions. Your honest feedback helps us to better serve you and your family. 

How long have you been a client?:

Do you consider FORUM Private Client Group to be your primary financial advisor?:

Overall satisfaction with your Financial Advisor:

(10 is the best, 1 is the worst)
Overall satisfaction with your service and operations experiences:

(10 is the best, 1 is the worst)
Confidence in your Financial Plan:

(10 is the best, 1 is the worst)
How satisfied are you with the technology offerings of FORUM Private Client Group:

(10 is the best, 1 is the worst)
How likely are you to recommend FORUM Private Client Group?:

1000 character maximum

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