Appleton Wealth Management Client Survey

To better serve our clients and meet their evolving needs, we invite you to complete the survey below. We value your feedback and your responses will help us understand how effectively we are supporting our clients in achieving their financial goals and identify areas where additional guidance or services may be beneficial.

All survey responses will remain anonymous. However, if there is a specific matter you would like to discuss, we encourage you to contact your Wealth Management team directly. We would be pleased to speak with you and address any questions or concerns.

Thank you for taking the time to share your feedback. Your insights are invaluable in helping Appleton Wealth Management continue to enhance the client experience and deliver the highest level of service.

1. How satisfied are you with the overall service provided by Appleton Wealth Management?(Required)

Very satisfied

Satisfied

Neutral

Dissatisfied

Very dissatisfied

2. Please tell us what you like most about Appleton Wealth.(Required)

3. Please tell us what we could do better.(Required)

4. What is a new or enhanced service you would like to see Appleton Wealth offer its clients (e.g. tax prep, alternative investments, draft estate planning documents, concierge services, etc.)?(Required)

5. How likely is it that you would recommend our wealth management firm to a friend or colleague?(Required)

Please briefly explain your rating from question 5.(Required)

6. Would you be open to discussing your feedback in greater depth via a phone call or virtual meeting? If so, please provide an email or phone number and someone will reach out to you.(Required)