Customer Satisfaction Survey

Cody Allen, Investment Management Group
Cody Allen, Senior Vice President

Thank you to all of you that completed our recent survey. We had a wonderful response and we appreciate the time you took to give us feedback. Here are some highlights of what we learned.

You told us how much you appreciate how easy it is to reach us when you need us, and that you appreciate our knowledgeable, friendly approach. You gave us high marks across the board, rating us as Excellent in every category. 

We know that a few of you are struggling with our online platform or statements. We are working on some informational videos that we hope will be helpful. We’ll let you know as soon as they are available. Of course, you are always welcome to reach out if there are specific questions we can answer.

We were able calculate a Net Promotor Score (NPS) from this survey. Net Promoter Score measures not just customer satisfaction, but customer loyalty. Currently, the average Net Promoter Score for brokerages and investment firms is 45, which ranks it among the highest of all types of companies. You gave us a 73! We work every day to provide an outstanding experience to every client and are very proud of this score. Thank you for the trust you have placed in us!