Improving Your Client Experience

February 27, 2017

We are always looking for ways to improve your experience with us. With this in mind, we created a 14-question online survey to gather client feedback on our firm. Your participation will help us identify ways to better serve you and meet your expectations as a client.

To complete the online survey, please select the link below and follow the instructions. Your responses are confidential and anonymous. The survey will be available until March 6.

Click here to start the survey.

Please do not hesitate to contact me if you have questions. Thank you in advance for offering your perspective, and thank you for being our client.

Best regards,

David W. Demming CFP®
David W. Demming Jr. CFP®
Karen Bordonaro CFP®
Patrick Justice CFP®