Thank you for taking a few minutes to complete this survey. My desire is to make sure I meet your expectations in accomplishing your needs and objectives and to provide the best possible client experience along the way.
It’s only by getting feedback from my clients that I can improve and focus better on what you need and expect. I appreciate any feedback you can give me that could help me be a better advisor and create a better client experience for you.
Again, thank you for taking a few minutes to give me some feedback.
Once you schedule your appointment we will send you The Introduction To Prosperous Investing which includes a short first appointment questionnaire.
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To schedule your first appointment simply use the form below, or call 801-545-0696
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– Mark Twain
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