Tell Us What You Think

Your thoughts are important to us. Please check the appropriate boxes and fill in any additional thoughts in the Additional Comments section. Entering your name would be very helpful for your overall service needs, but it is optional. Remember to click the SUBMIT button at the bottom of the page when completed.
Client Survey - just check or type where indicated and click SUBMIT
at the bottom.

Do you feel your FINANCIAL GOALS/NEEDS are being met at this time?
absolutely   maybe   not at all  

The PRODUCTS offered by your advisor are of high quality
strongly agree   agree   indifferent   disagree   strongly disagree  

Are you interested in learning about SOCIALLY RESPONSIBLE INVESTING?
yes   maybe   no   never heard of it  

How many times would you like to meet directly with your ADVISOR?
annually   semi-annually   quarterly   other  

You prefer to review your accounts with your advisor (check all that apply)
in person/office   by phone   via Email   via Web Meetings (Skype now available)  

How do you rate the STAFF at JSA Financial Group?
extremely helpful   very helpful   somewhat helpful   unhelpful  

How many times would you like our STAFF to check in with you via phone or email?
monthly   quarterly   only when necessary  

Do you feel you are contacted by our office
too many times?   just enough?   not enough?  

Does our office respond to your questions or concerns in a timely manner?
always   usually   sometimes   never  

Would you consider recommending JSA Financial Group to someone you know?
definitely   possibly   no  

If you replied no, please explain

Would you be interested in attending any of our EVENTS & SEMINARS? (check all that apply)
Socially Responsible Investing
Life Insurance
Long Term Care
Spring Paper Shredding
Retirement Planning
not interested

How would you like to be contacted about upcoming events? (check all that apply)
by email   posted on the website   call me   not interested in attending events  

What do you think of our website? (check all that apply)
simple to use   hard to navigate   lots of useful information   only used to view my accounts  

Which area(s) of our website do you visit the most? (check all that apply)
Account Access
Recent Articles/Market Recap
Calculators
Website Links
Events & Seminars
About Us/Our Services
Contact Us

What is your OVERALL SATISFACTION with JSA Financial Group?
extremely satisfied   very satisfied   somewhat satisfied   dissatisfied  

Any additional comments?

Please enter your name: (Optional)

THANK YOU for your time. Feel free to contact our office to discuss any of the topics above.
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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.

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