Client Feedback Survey

We are continuously looking for ways to enhance our service and would appreciate your honest feedback on how you found your recent experience with our PFG team.

Your Name: *

Your Email: *

Your Financial Planner: *

Any other PFG Team Member you remember dealing with:

1. Are you satisfied with the overall service you received from our office?


2. We strive to make things easy for our clients, can you please rate how you found the following interactions with your PFG Experience.

Easy to Understand
Easy to Deal With
Easy to Access
Easy to Learn From
Easy to Get a Solution from for All Your Financial Needs

3. Was there anything that stood out about your recent interactions with our office?

4. Which of the following statements best describes your overall experience with our office?


5. Do you have any further suggestions/additional comments you would like to share with us?

6. Would you refer your friends/family to our office?

If you selected 'no' can you please let us know why:

Thank you for your honest feedback; we appreciate you taking the time to complete our survey and look forward to keeping in touch with you to continue to achieve your personal financial goals.