At Cambridge Wealth Management, our goal is to continually improve our relationship with our clients. To reach this goal, we need your opinions and ideas.

Client Survey

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On a scale of 1 to 10 (1 being low and 10 being high) please rate the following:

Rating:

1. Are your phone calls to our office answered promptly and courteously?
   How important is this to you?
2. Are your phone calls promptly returned from our team?
 How important is this to you?
3. Are your questions answered to your satisfaction, the first time?
 How important is this to you?
4. Is the frequency of your portfolio review meetings adequate for your needs?
 How important is this to you?
5. How would you rate the overall level of SERVICE received from your Cambridge Wealth team?
How important is this to you?

6. Our goal is to provide you with the best service experience you have ever had. Are we currently providing that?
If you answered NO, what do we need to do to earn a higher rating?

7. How satisfied are you with the management of your portfolio and overall advice?

8. What do you think differentiates Cambridge Wealth Management from other companies of any industry with which you have worked?

9. Referrals are the primary way that Cambridge Wealth grows, who do you know that would benefit from receiving information about our firm?

Name:   Phone:
Email:

10. If there is anyone on the Cambridge Team who you would like to recognize for demonstrating superior service in the last year, please indicate below:
Name: