Client Feedback Survey Results

In March of 2023 we sent a survey to all of our existing clients to ask for their anonymous feedback on their experience working with North Haven Financial.  These are the results of that survey. The survey was sent to all clients. 24% of clients responded to the survey.

 

Overall Satisfaction

On a scale of 1 (worst) to 5 (best), how satisfied are you with your overall experience working with North Haven Financial

 

Meeting Frequency

On a scale of 1 to 5 , how satisfied are you with the frequency of our meetings?

 

Would you recommend us?

On a scale of 1 to 5, how likely are you to recommend our services to a friend or colleague?

 

What Clients find valuable

What do you feel is the most valuable thing we provide to you?

8 responses

Personal care and proactive thinking.

Always professional and friendly service

Personal service along with forecasting tools that inform decisions and progress.

Retirement income and tax planning

We get very personal service. I am not sure that all people can get it but we do.

very personable

Ease of access, knowledge on a variety of topics, online portal is amazing

Insight into markets and current positioning

 

7 Responses

Provide winning lottery numbers in advance.

NA

No suggestions at this time.

Can't think of anything right now - pretty happy with how things are now

I can't think of anything at this point.

can't think of any thing right now

long term positioning and tax implications

What could we do better?

If we could focus on doing one thing differently to make your experience with us better, what would it be and why is it important?

 

Understanding Client Needs

Agree or Disagree; My advisor understand my financial needs and goals.

 

Experienced in Finance

Agree or Disagree; My advisor is knowledgeable and experienced in finance.

 

Communication

Agree or Disagree; The NHF team communicates with me clearly and often.

 

Trust

Agree or Disagree: My advisor is trustworthy.

 

How well do we explain things?

Agree or Disagree; My advisor explains complex financial concepts in an easy-to-understand way.

 

Responsiveness

Agree or Disagree; The NHF team responds to my calls or emails in a timely manner.

 

Final recommendations

Please provide any additional comments or feedback that can help make your experience with us even better.

3 Responses

I am completely satisfied.

All is good - thanks for everyone's effort and responsiveness

Nothing at this time.

Start with a Retirement Assessment

If you are not ready for a long-term financial planning relationship, North Haven offers a Retirement Assessment service. This service can be completed in a few weeks and helps you decide if ongoing retirement planning is right for you. It answers common questions about your retirement readiness and provides a retirement roadmap for you. We will have two meetings. At the first, we will gather information and discuss your needs. We then analyze your situation and prepare your assessment with specific recommendations. In meeting two, we will explain the recommendations. You will also have 30-day access to our financial planning portal to make changes and test different assumptions.

The fee for the Retirement Assessment is $3000.  

click the button above ⬆️ to access the assessment

click the button below ⬇️ to see a free sample Retirement Assessment